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Great Point Wealth Advisors, LLC: AVDE position timeline

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

Great Point Wealth Advisors, LLC held 79,576 AVDE shares at 2026-06-30 per its 13F-HR filed 2026-07-23.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 79,576 shares
    Change vs previous 13F -1,282 shares

    1.15% of the 13F portfolio, value $7,098,179.

    13F-HR 0001760304-26-000005 filed by Great Point 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 ended2026-03-31
    13F 80,858 shares
    Change vs previous 13F -1,555 shares

    1.27% of the 13F portfolio, value $6,859,993.

    13F-HR 0001760304-26-000004 filed by Great Point 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 ended2025-12-31
    13F 82,413 shares
    Change vs previous 13F +33 shares

    1.24% of the 13F portfolio, value $6,784,238.

    13F-HR 0001760304-26-000002 filed by Great Point 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 ended2025-09-30
    13F 82,380 shares
    Change vs previous 13F -4,044 shares

    1.22% of the 13F portfolio, value $6,499,782.

    13F-HR 0001760304-25-000007 filed by Great Point Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-03-31
    13F 86,424 shares
    Change vs previous 13F -758 shares

    1.24% of the 13F portfolio, value $5,727,318.

    13F-HR 0001760304-25-000003 filed by Great Point Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2024-12-31
    13F 87,182 shares
    Change vs previous 13F -639 shares

    1.17% of the 13F portfolio, value $5,350,359.

    13F-HR 0001760304-25-000002 filed by Great Point Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-09-30
    13F 87,821 shares
    Change vs previous 13F not available

    1.26% of the 13F portfolio, value $5,886,642.

    13F-HR 0001760304-24-000008 filed by Great Point Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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