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
- period ended2026-06-3013F 145,978 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 148,675 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 294,787 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 150,232 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 151,152 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 152,766 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 156,722 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 157,344 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).