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Disclosery

Financial Symmetry Inc: AVDE position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Financial Symmetry Inc on AVDE, newest first. How the timeline and the estimate are built.

Financial Symmetry Inc held 143,051 AVDE shares at 2026-09-30 per its 13F-HR filed 2026-10-06.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 143,051 shares
    Change vs previous 13F -336 shares

    4.12% of the 13F portfolio, value $12,890,328.

    13F-HR 0002004843-26-000006 filed by Financial Symmetry Inc
    Accepted , ingested

  2. period ended2026-06-30
    13F 143,387 shares
    Change vs previous 13F -4,459 shares

    4.27% of the 13F portfolio, value $12,790,091.

    13F-HR 0002004843-26-000005 filed by Financial Symmetry Inc
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2026-03-31
    13F 147,846 shares
    Change vs previous 13F +10,164 shares

    4.71% of the 13F portfolio, value $13,255,858.

    13F-HR 0002004843-26-000002 filed by Financial Symmetry Inc
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-12-31
    13F 137,682 shares
    Change vs previous 13F +807 shares

    4.62% of the 13F portfolio, value $11,333,983.

    13F-HR 0002004843-26-000001 filed by Financial Symmetry Inc
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-09-30
    13F 136,875 shares
    Change vs previous 13F -2,404 shares

    4.84% of the 13F portfolio, value $10,799,465.

    13F-HR 0002004843-25-000005 filed by Financial Symmetry Inc
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-06-30
    13F 139,279 shares
    Change vs previous 13F +12,212 shares

    5.32% of the 13F portfolio, value $10,308,065.

    13F-HR 0002004843-25-000004 filed by Financial Symmetry Inc
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2025-03-31
    13F 127,067 shares
    Change vs previous 13F +3,648 shares

    5.17% of the 13F portfolio, value $8,420,707.

    13F-HR 0002004843-25-000002 filed by Financial Symmetry Inc
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-12-31
    13F 123,419 shares
    Change vs previous 13F not available

    5.13% of the 13F portfolio, value $7,566,797.

    13F-HR 0002004843-25-000001 filed by Financial Symmetry Inc
    Filed (acceptance time not in the bulk data set), ingested

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