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GRAND WEALTH MANAGEMENT, LLC: AVDE position timeline

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

GRAND WEALTH MANAGEMENT, LLC held 298,688 AVDE shares at 2026-06-30 per its 13F-HR filed 2026-08-11.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 298,688 shares
    Change vs previous 13F +29,889 shares

    11.1% of the 13F portfolio, value $26,643,006.

    13F-HR 0001398344-26-014017 filed by GRAND WEALTH MANAGEMENT, 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 268,799 shares
    Change vs previous 13F -3,409 shares

    10.73% of the 13F portfolio, value $22,804,929.

    13F-HR 0001398344-26-008767 filed by GRAND WEALTH MANAGEMENT, 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 272,208 shares
    Change vs previous 13F +11,756 shares

    10.16% of the 13F portfolio, value $22,408,156.

    13F-HR 0001398344-26-001219 filed by GRAND WEALTH MANAGEMENT, 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 260,452 shares
    Change vs previous 13F -4,399 shares

    9.92% of the 13F portfolio, value $20,549,683.

    13F-HR 0001398344-25-020083 filed by GRAND WEALTH MANAGEMENT, 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 264,851 shares
    Change vs previous 13F -22,394 shares

    10.08% of the 13F portfolio, value $19,601,635.

    13F-HR 0001398344-25-013672 filed by GRAND WEALTH MANAGEMENT, 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 287,245 shares
    Change vs previous 13F +18,658 shares

    10.46% of the 13F portfolio, value $19,035,703.

    13F-HR 0001398344-25-008796 filed by GRAND WEALTH MANAGEMENT, 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 268,587 shares
    Change vs previous 13F +35,324 shares

    9.19% of the 13F portfolio, value $16,483,163.

    13F-HR 0001398344-25-002571 filed by GRAND WEALTH MANAGEMENT, LLC
    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 233,263 shares
    Change vs previous 13F not available

    8.82% of the 13F portfolio, value $15,635,625.

    13F-HR 0001398344-24-019887 filed by GRAND WEALTH MANAGEMENT, LLC
    Filed (acceptance time not in the bulk data set), ingested

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