IAG Wealth Partners, LLC: AVDE position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of IAG Wealth Partners, LLC on AVDE, newest first. How the timeline and the estimate are built.
IAG Wealth Partners, LLC held 296,039 AVDE shares at 2026-06-30 per its 13F-HR filed 2026-08-06.
the latest 13F is the newest step
- period ended2026-06-3013F 296,039 sharesChange vs previous 13F +40,297 shares
2.61% of the 13F portfolio, value $26,406,683.
13F-HR 0001104659-26-091831 filed by IAG Wealth Partners, 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 255,742 sharesChange vs previous 13F +44,592 shares
2.42% of the 13F portfolio, value $21,697,192.
13F-HR 0001104659-26-051488 filed by IAG Wealth Partners, 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 211,150 sharesChange vs previous 13F +8,692 shares
2.01% of the 13F portfolio, value $17,381,853.
13F-HR 0001104659-26-012592 filed by IAG Wealth Partners, 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 202,458 sharesChange vs previous 13F +5,287 shares
1.92% of the 13F portfolio, value $15,973,959.
13F-HR 0001104659-25-109701 filed by IAG Wealth Partners, 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 197,171 sharesChange vs previous 13F -20,605 shares
1.93% of the 13F portfolio, value $14,592,607.
13F-HR 0001104659-25-077455 filed by IAG Wealth Partners, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 217,776 sharesChange vs previous 13F +25,808 shares
2.24% of the 13F portfolio, value $14,432,021.
13F-HR 0001104659-25-035534 filed by IAG Wealth Partners, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 191,968 sharesChange vs previous 13F +15,446 shares
2.08% of the 13F portfolio, value $11,781,097.
13F-HR 0001104659-25-010787 filed by IAG Wealth Partners, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 176,522 sharesChange vs previous 13F not available
2.19% of the 13F portfolio, value $11,832,289.
13F-HR 0001104659-24-112166 filed by IAG Wealth Partners, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).