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Disclosery

Falcon Wealth Planning: AVDV position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Falcon Wealth Planning on AVDV, newest first. How the timeline and the estimate are built.

Falcon Wealth Planning held 267,454 AVDV shares at 2026-06-30 per its 13F-HR filed 2026-07-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 267,454 shares
    Change vs previous 13F +4,961 shares

    1.74% of the 13F portfolio, value $27,561,156.

    13F-HR 0002085853-26-000706 filed by Falcon Wealth Planning
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 262,493 shares
    Change vs previous 13F -5,707 shares

    1.79% of the 13F portfolio, value $26,212,611.

    13F-HR 0002085853-26-000431 filed by Falcon Wealth Planning
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 268,200 shares
    Change vs previous 13F +1,019 shares

    2.12% of the 13F portfolio, value $25,202,713.

    13F-HR 0002085853-26-000176 filed by Falcon Wealth Planning
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 267,181 shares
    Change vs previous 13F +7,535 shares

    2.14% of the 13F portfolio, value $23,787,147.

    13F-HR 0002085853-25-000058 filed by Falcon Wealth Planning
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 259,646 shares
    Change vs previous 13F -12,500 shares

    2.08% of the 13F portfolio, value $20,584,709.

    13F-HR 0001667731-25-000845 filed by Falcon Wealth Planning
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 272,146 shares
    Change vs previous 13F +25,334 shares

    2.11% of the 13F portfolio, value $18,979,444.

    13F-HR 0001667731-25-000517 filed by Falcon Wealth Planning
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 246,812 shares
    Change vs previous 13F +11,618 shares

    1.79% of the 13F portfolio, value $16,062,548.

    13F-HR 0001667731-25-000090 filed by Falcon Wealth Planning
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 235,194 shares
    Change vs previous 13F not available

    1.95% of the 13F portfolio, value $16,621,132.

    13F-HR 0001839850-24-000004 filed by Falcon Wealth Planning
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).