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Disclosery

HB Wealth Management, LLC: AVDV position timeline

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

HB Wealth Management, LLC held 90,335 AVDV 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 90,335 shares
    Change vs previous 13F -10,267 shares

    0.05% of the 13F portfolio, value $9,309,072.

    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 100,602 shares
    Change vs previous 13F -1,457 shares

    0.07% of the 13F portfolio, value $10,046,180.

    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 102,059 shares
    Change vs previous 13F -1,294 shares

    0.06% of the 13F portfolio, value $9,590,566.

    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 103,353 shares
    Change vs previous 13F -12,142 shares

    0.06% of the 13F portfolio, value $9,201,592.

    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 115,495 shares
    Change vs previous 13F -11,841 shares

    0.07% of the 13F portfolio, value $9,156,510.

    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 127,336 shares
    Change vs previous 13F not available

    0.07% of the 13F portfolio, value $8,880,421.

    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).