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Disclosery

HB Wealth Management, LLC: AVDE position timeline

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

HB Wealth Management, LLC held 1,693,261 AVDE shares at 2026-06-30 per its 13F-HR filed 2026-07-29.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 1,693,261 shares
    Change vs previous 13F +28,334 shares

    0.85% of the 13F portfolio, value $151,038,933.

    13F-HR 0001172661-26-002920 filed by HB 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 1,664,927 shares
    Change vs previous 13F -10,847 shares

    0.92% of the 13F portfolio, value $141,252,434.

    13F-HR 0001172661-26-001543 filed by HB 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 1,675,774 shares
    Change vs previous 13F -9,082 shares

    0.89% of the 13F portfolio, value $137,949,790.

    13F-HR 0001172661-26-000353 filed by HB 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 1,684,856 shares
    Change vs previous 13F -11,343 shares

    0.9% of the 13F portfolio, value $132,935,187.

    13F-HR 0001172661-25-004398 filed by HB 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 1,696,199 shares
    Change vs previous 13F -311,601 shares

    1% of the 13F portfolio, value $125,535,753.

    13F-HR 0001172661-25-002644 filed by HB 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 2,007,800 shares
    Change vs previous 13F +2,000,590 shares

    1.12% of the 13F portfolio, value $133,056,957.

    13F-HR 0001172661-25-001594 filed by HB 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 7,210 shares
    Change vs previous 13F -899 shares

    <0.01% of the 13F portfolio, value $442,478.

    13F-HR 0001172661-25-000193 filed by HB 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 8,109 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $543,546.

    13F-HR 0001172661-24-004257 filed by HB Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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