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Disclosery

Heritage Family Offices, LLP: AVDE position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Heritage Family Offices, LLP on AVDE, newest first. How the timeline and the estimate are built.

Heritage Family Offices, LLP held 132,413 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 132,413 shares
    Change vs previous 13F +45,546 shares

    4.56% of the 13F portfolio, value $11,811,238.

    13F-HR 0002019316-26-000005 filed by Heritage Family Offices, LLP
    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 86,867 shares
    Change vs previous 13F +74,555 shares

    3.27% of the 13F portfolio, value $7,369,796.

    13F-HR 0002019316-26-000002 filed by Heritage Family Offices, LLP
    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 12,312 shares
    Change vs previous 13F not available

    0.46% of the 13F portfolio, value $1,013,523.

    13F-HR 0002019316-26-000001 filed by Heritage Family Offices, LLP
    Filed (acceptance time not in the bulk data set), ingested

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