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
- period ended2026-06-3013F/A 426,053 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 289,574 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 281,879 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 167,103 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 146,813 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).