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Great Point Wealth Advisors, LLC: AVDV position timeline

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

Great Point Wealth Advisors, LLC held 187,077 AVDV 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 187,077 shares
    Change vs previous 13F +7,676 shares

    3.11% of the 13F portfolio, value $19,278,286.

    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 179,401 shares
    Change vs previous 13F +2,808 shares

    3.31% of the 13F portfolio, value $17,915,016.

    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 176,593 shares
    Change vs previous 13F -15,725 shares

    3.03% of the 13F portfolio, value $16,594,448.

    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 192,318 shares
    Change vs previous 13F -17,190 shares

    3.22% of the 13F portfolio, value $17,122,060.

    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 209,508 shares
    Change vs previous 13F -2,775 shares

    3.16% of the 13F portfolio, value $14,611,059.

    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 212,283 shares
    Change vs previous 13F +6,225 shares

    3.02% of the 13F portfolio, value $13,815,350.

    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 206,058 shares
    Change vs previous 13F not available

    3.11% of the 13F portfolio, value $14,562,116.

    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).