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FMB WEALTH MANAGEMENT: AVDV position timeline

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

FMB WEALTH MANAGEMENT held 12,620 AVDV shares at 2026-06-30 per its 13F-HR filed 2026-07-28.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 12,620 shares
    Change vs previous 13F -238 shares

    0.48% of the 13F portfolio, value $1,300,537.

    13F-HR 0002040224-26-000003 filed by FMB WEALTH MANAGEMENT
    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 12,858 shares
    Change vs previous 13F 0 shares

    0.53% of the 13F portfolio, value $1,284,045.

    13F-HR 0002040224-26-000002 filed by FMB WEALTH MANAGEMENT
    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 12,858 shares
    Change vs previous 13F -333 shares

    0.48% of the 13F portfolio, value $1,208,308.

    13F-HR 0002040224-26-000001 filed by FMB WEALTH MANAGEMENT
    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 13,191 shares
    Change vs previous 13F 0 shares

    0.5% of the 13F portfolio, value $1,174,435.

    13F-HR 0002040224-25-000007 filed by FMB WEALTH MANAGEMENT
    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 13,191 shares
    Change vs previous 13F 0 shares

    0.5% of the 13F portfolio, value $1,045,818.

    13F-HR 0002040224-25-000004 filed by FMB WEALTH MANAGEMENT
    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 13,191 shares
    Change vs previous 13F 0 shares

    0.51% of the 13F portfolio, value $919,972.

    13F-HR 0002040224-25-000003 filed by FMB WEALTH MANAGEMENT
    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 13,191 shares
    Change vs previous 13F 0 shares

    0.48% of the 13F portfolio, value $858,499.

    13F-HR 0002040224-25-000001 filed by FMB WEALTH MANAGEMENT
    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 13,191 shares
    Change vs previous 13F not available

    0.53% of the 13F portfolio, value $932,240.

    13F-HR 0002040224-24-000010 filed by FMB WEALTH MANAGEMENT
    Filed (acceptance time not in the bulk data set), ingested

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