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Henrickson Nauta Wealth Advisors, Inc.: AVDV position timeline

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

Henrickson Nauta Wealth Advisors, Inc. held 145,978 AVDV shares at 2026-06-30 per its 13F-HR filed 2026-07-09.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 145,978 shares
    Change vs previous 13F -2,697 shares

    3.67% of the 13F portfolio, value $15,043,852.

    13F-HR 0001951757-26-000941 filed by Henrickson Nauta Wealth Advisors, Inc.
    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 148,675 shares
    Change vs previous 13F -146,112 shares

    4.17% of the 13F portfolio, value $14,846,737.

    13F-HR 0001951757-26-000623 filed by Henrickson Nauta Wealth Advisors, Inc.
    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 294,787 shares
    Change vs previous 13F +144,555 shares

    4.18% of the 13F portfolio, value $28,326,039.

    13F-HR 0001951757-26-000021 filed by Henrickson Nauta Wealth Advisors, Inc.
    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 150,232 shares
    Change vs previous 13F -920 shares

    4.23% of the 13F portfolio, value $13,375,161.

    13F-HR 0001951757-25-001164 filed by Henrickson Nauta Wealth Advisors, Inc.
    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 151,152 shares
    Change vs previous 13F -1,614 shares

    4.15% of the 13F portfolio, value $11,983,296.

    13F-HR 0001951757-25-000584 filed by Henrickson Nauta Wealth Advisors, Inc.
    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 152,766 shares
    Change vs previous 13F -3,956 shares

    4.1% of the 13F portfolio, value $10,015,348.

    13F-HR 0001951757-25-000352 filed by Henrickson Nauta Wealth Advisors, Inc.
    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 156,722 shares
    Change vs previous 13F -622 shares

    4.15% of the 13F portfolio, value $10,199,477.

    13F-HR 0001951757-25-000017 filed by Henrickson Nauta Wealth Advisors, Inc.
    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 157,344 shares
    Change vs previous 13F not available

    4.41% of the 13F portfolio, value $11,119,521.

    13F-HR 0001951757-24-001015 filed by Henrickson Nauta Wealth Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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