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HMV Wealth Advisors, LLC: AVDV position timeline

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

HMV Wealth Advisors, LLC held 172,213 AVDV shares at 2026-06-30 per its 13F-HR filed 2026-07-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 172,213 shares
    Change vs previous 13F +11,938 shares

    6.91% of the 13F portfolio, value $17,746,550.

    13F-HR 0002054904-26-000003 filed by HMV Wealth 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 160,275 shares
    Change vs previous 13F +7,265 shares

    7.52% of the 13F portfolio, value $16,005,062.

    13F-HR 0002054904-26-000001 filed by HMV Wealth 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 153,010 shares
    Change vs previous 13F +19,060 shares

    7.19% of the 13F portfolio, value $14,378,350.

    13F-HR 0001725547-26-000034 filed by HMV Wealth 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 133,950 shares
    Change vs previous 13F +28,840 shares

    6.56% of the 13F portfolio, value $11,925,569.

    13F-HR 0001725547-25-004112 filed by HMV Wealth 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 105,110 shares
    Change vs previous 13F +32,650 shares

    5.46% of the 13F portfolio, value $8,333,121.

    13F-HR 0001725547-25-003532 filed by HMV Wealth 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 72,460 shares
    Change vs previous 13F +51,440 shares

    4.01% of the 13F portfolio, value $5,053,360.

    13F-HR 0001725547-25-001415 filed by HMV Wealth 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 21,020 shares
    Change vs previous 13F not available

    1.37% of the 13F portfolio, value $1,367,982.

    13F-HR 0001725547-25-000859 filed by HMV Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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