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FAMILY WEALTH PARTNERS, LLC: AVDV position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of FAMILY WEALTH PARTNERS, LLC on AVDV, newest first. How the timeline and the estimate are built.

FAMILY WEALTH PARTNERS, LLC held 134,910 AVDV shares at 2026-06-30 per its 13F-HR filed 2026-07-10.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 134,910 shares
    Change vs previous 13F +6,960 shares

    4.27% of the 13F portfolio, value $13,902,450.

    13F-HR 0001754960-26-000463 filed by FAMILY WEALTH PARTNERS, LLC
    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 127,950 shares
    Change vs previous 13F +9,708 shares

    4.36% of the 13F portfolio, value $12,772,992.

    13F-HR 0001754960-26-000243 filed by FAMILY WEALTH PARTNERS, LLC
    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 118,242 shares
    Change vs previous 13F -4,311 shares

    4% of the 13F portfolio, value $11,111,209.

    13F-HR 0001754960-26-000042 filed by FAMILY WEALTH PARTNERS, LLC
    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 122,553 shares
    Change vs previous 13F -2,932 shares

    4.09% of the 13F portfolio, value $10,910,924.

    13F-HR 0001754960-25-000765 filed by FAMILY WEALTH PARTNERS, LLC
    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 125,485 shares
    Change vs previous 13F +3,154 shares

    3.98% of the 13F portfolio, value $9,948,466.

    13F-HR 0001754960-25-000372 filed by FAMILY WEALTH PARTNERS, LLC
    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 122,331 shares
    Change vs previous 13F +7,972 shares

    3.89% of the 13F portfolio, value $8,531,353.

    13F-HR 0001754960-25-000212 filed by FAMILY WEALTH PARTNERS, LLC
    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 114,359 shares
    Change vs previous 13F +23,089 shares

    3.54% of the 13F portfolio, value $7,442,474.

    13F-HR 0001754960-25-000029 filed by FAMILY WEALTH PARTNERS, LLC
    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 91,270 shares
    Change vs previous 13F not available

    3.3% of the 13F portfolio, value $6,450,063.

    13F-HR 0001754960-24-000483 filed by FAMILY WEALTH PARTNERS, LLC
    Filed (acceptance time not in the bulk data set), ingested

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