Skip to content

Golden Bell Financial Planning LLC: AVDV position timeline

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

Golden Bell Financial Planning LLC held 57,971 AVDV shares at 2026-06-30 per its 13F-HR filed 2026-07-31.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 57,971 shares
    Change vs previous 13F -1,826 shares

    4.39% of the 13F portfolio, value $5,973,895.

    13F-HR 0002044309-26-000006 filed by Golden Bell Financial Planning 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 59,797 shares
    Change vs previous 13F -1,917 shares

    4.76% of the 13F portfolio, value $5,971,284.

    13F-HR 0002044309-26-000004 filed by Golden Bell Financial Planning 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 61,714 shares
    Change vs previous 13F -2,172 shares

    4.83% of the 13F portfolio, value $5,799,218.

    13F-HR 0002044309-26-000001 filed by Golden Bell Financial Planning 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 63,886 shares
    Change vs previous 13F -4,421 shares

    4.94% of the 13F portfolio, value $5,687,779.

    13F-HR 0002044309-25-000007 filed by Golden Bell Financial Planning 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 68,307 shares
    Change vs previous 13F -3,937 shares

    5.1% of the 13F portfolio, value $5,415,386.

    13F-HR 0002044309-25-000004 filed by Golden Bell Financial Planning 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 72,244 shares
    Change vs previous 13F -1,032 shares

    4.89% of the 13F portfolio, value $5,038,309.

    13F-HR 0002044309-25-000003 filed by Golden Bell Financial Planning 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 73,276 shares
    Change vs previous 13F not available

    4.79% of the 13F portfolio, value $4,768,814.

    13F-HR 0002044309-25-000002 filed by Golden Bell Financial Planning LLC
    Filed (acceptance time not in the bulk data set), ingested

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