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
- period ended2026-06-3013F 57,971 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 59,797 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 61,714 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 63,886 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 68,307 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 72,244 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 73,276 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).