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J.P. Morgan Private Wealth Advisors LLC: AVDE position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of J.P. Morgan Private Wealth Advisors LLC on AVDE, newest first. How the timeline and the estimate are built.

J.P. Morgan Private Wealth Advisors LLC held 619,444 AVDE shares at 2023-09-30 per its 13F-HR filed 2023-11-08.

the latest 13F is the newest step

  1. period ended2023-09-30
    13F 619,444 shares
    Change vs previous 13F +33,464 shares

    0.1% of the 13F portfolio, value $34,472,038.

    13F-HR 0001085146-23-004190 filed by J.P. Morgan Private Wealth Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2023-06-30
    13F 585,980 shares
    Change vs previous 13F +2,826 shares

    0.17% of the 13F portfolio, value $33,635,237.

    13F-HR 0001085146-23-002947 filed by J.P. Morgan Private Wealth Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2023-03-31
    13F 583,154 shares
    Change vs previous 13F +36,030 shares

    0.07% of the 13F portfolio, value $33,257,273.

    13F-HR 0001085146-23-002277 filed by J.P. Morgan Private Wealth Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2022-12-31
    13F 547,124 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $29,101,526.

    13F-HR 0001085146-23-001130 filed by J.P. Morgan Private Wealth Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

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