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Disclosery

Financial Symmetry Inc: AVDV position timeline

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

Financial Symmetry Inc held 3,441 AVDV 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 3,441 shares
    Change vs previous 13F -71 shares

    0.12% of the 13F portfolio, value $376,392.

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

  2. period ended2026-06-30
    13F 3,512 shares
    Change vs previous 13F -43 shares

    0.12% of the 13F portfolio, value $361,875.

    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 3,555 shares
    Change vs previous 13F 0 shares

    0.13% of the 13F portfolio, value $377,392.

    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 3,555 shares
    Change vs previous 13F -165 shares

    0.14% of the 13F portfolio, value $334,078.

    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 3,720 shares
    Change vs previous 13F 0 shares

    0.15% of the 13F portfolio, value $331,155.

    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 3,720 shares
    Change vs previous 13F -523 shares

    0.15% of the 13F portfolio, value $294,889.

    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 4,243 shares
    Change vs previous 13F +391 shares

    0.18% of the 13F portfolio, value $295,888.

    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 3,852 shares
    Change vs previous 13F not available

    0.17% of the 13F portfolio, value $250,670.

    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).