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Disclosery

Heirloom Wealth Management: AVDE position timeline

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

Heirloom Wealth Management held 52,824 AVDE shares at 2026-06-30 per its 13F-HR filed 2026-08-03.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 52,824 shares
    Change vs previous 13F +6,807 shares

    0.68% of the 13F portfolio, value $4,711,901.

    13F-HR 0001882903-26-000004 filed by Heirloom Wealth Management
    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 46,017 shares
    Change vs previous 13F +8,956 shares

    0.7% of the 13F portfolio, value $3,904,082.

    13F-HR 0001882903-26-000003 filed by Heirloom Wealth Management
    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 37,061 shares
    Change vs previous 13F +2,731 shares

    0.71% of the 13F portfolio, value $3,050,862.

    13F-HR 0001882903-26-000002 filed by Heirloom Wealth Management
    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 34,330 shares
    Change vs previous 13F not available

    0.65% of the 13F portfolio, value $2,708,637.

    13F-HR 0001882903-25-000007 filed by Heirloom Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

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