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HORAN Wealth, LLC: AVDE position timeline

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

HORAN Wealth, LLC held 426,053 AVDE shares at 2026-06-30 per its 13F-HR/A filed 2026-08-26.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F/A 426,053 shares
    Change vs previous 13F +136,479 shares

    4.75% of the 13F portfolio, value $38,003,855.

    13F-HR/A 0002072569-26-000007 filed by HORAN Wealth, 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 289,574 shares
    Change vs previous 13F +7,695 shares

    2.33% of the 13F portfolio, value $24,529,187.

    13F-HR 0002072569-26-000003 filed by HORAN Wealth, 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 281,879 shares
    Change vs previous 13F +114,776 shares

    3.56% of the 13F portfolio, value $23,204,310.

    13F-HR 0002072569-26-000001 filed by HORAN Wealth, 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 167,103 shares
    Change vs previous 13F +20,290 shares

    2.08% of the 13F portfolio, value $13,184,419.

    13F-HR 0002072569-25-000001 filed by HORAN Wealth, 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 146,813 shares
    Change vs previous 13F not available

    3.33% of the 13F portfolio, value $10,865,627.

    13F-HR 0001671623-25-000004 filed by HORAN Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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