Skip to content
Disclosery

Highland Financial Advisors, LLC: AVDE position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Highland Financial Advisors, LLC on AVDE, newest first. How the timeline and the estimate are built.

Highland Financial Advisors, LLC held 405,093 AVDE 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 405,093 shares
    Change vs previous 13F +161,373 shares

    7.95% of the 13F portfolio, value $36,134,265.

    13F-HR 0002063364-26-000184 filed by Highland Financial Advisors, 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 243,720 shares
    Change vs previous 13F +11,423 shares

    5.46% of the 13F portfolio, value $20,677,176.

    13F-HR 0002063364-26-000113 filed by Highland Financial Advisors, 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 232,297 shares
    Change vs previous 13F -348 shares

    5.3% of the 13F portfolio, value $19,122,714.

    13F-HR 0002063364-26-000024 filed by Highland Financial Advisors, 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 232,645 shares
    Change vs previous 13F +5,831 shares

    5.26% of the 13F portfolio, value $18,355,700.

    13F-HR 0002063364-25-000254 filed by Highland Financial Advisors, 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 226,814 shares
    Change vs previous 13F -25,268 shares

    5.39% of the 13F portfolio, value $16,786,513.

    13F-HR 0002063364-25-000133 filed by Highland Financial Advisors, 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 252,082 shares
    Change vs previous 13F -74,149 shares

    5.98% of the 13F portfolio, value $16,705,486.

    13F-HR 0002063364-25-000011 filed by Highland Financial Advisors, 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 326,231 shares
    Change vs previous 13F +15,635 shares

    6.94% of the 13F portfolio, value $20,021,000.

    13F-HR 0001939237-25-000002 filed by Highland Financial Advisors, LLC
    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 310,596 shares
    Change vs previous 13F not available

    7.4% of the 13F portfolio, value $20,819,000.

    13F-HR 0001939237-24-000012 filed by Highland Financial Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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