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Higgins & Schmidt Wealth Strategies LLC: AVDV position timeline

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

Higgins & Schmidt Wealth Strategies LLC held 73,757 AVDV shares at 2026-06-30 per its 13F-HR filed 2026-07-16.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 73,757 shares
    Change vs previous 13F -59 shares

    3.14% of the 13F portfolio, value $7,600,647.

    13F-HR 0001941260-26-000003 filed by Higgins & Schmidt Wealth Strategies 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 73,816 shares
    Change vs previous 13F +2,107 shares

    3.37% of the 13F portfolio, value $7,371,252.

    13F-HR 0001941260-26-000002 filed by Higgins & Schmidt Wealth Strategies 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 71,709 shares
    Change vs previous 13F +4,141 shares

    3.19% of the 13F portfolio, value $6,738,460.

    13F-HR 0001941260-26-000001 filed by Higgins & Schmidt Wealth Strategies 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 67,568 shares
    Change vs previous 13F +2,170 shares

    3.04% of the 13F portfolio, value $6,015,603.

    13F-HR 0001941260-25-000011 filed by Higgins & Schmidt Wealth Strategies 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 65,398 shares
    Change vs previous 13F -4,936 shares

    2.87% of the 13F portfolio, value $5,184,775.

    13F-HR 0001941260-25-000008 filed by Higgins & Schmidt Wealth Strategies 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 70,334 shares
    Change vs previous 13F +9,447 shares

    2.9% of the 13F portfolio, value $4,905,078.

    13F-HR 0001941260-25-000007 filed by Higgins & Schmidt Wealth Strategies LLC
    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 60,887 shares
    Change vs previous 13F not available

    2.47% of the 13F portfolio, value $3,962,512.

    13F-HR 0001941260-25-000006 filed by Higgins & Schmidt Wealth Strategies LLC
    Filed (acceptance time not in the bulk data set), ingested

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