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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

  1. period ended2026-06-30
    13F 296,039 shares
    Change 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), ingested

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

  2. period ended2026-03-31
    13F 255,742 shares
    Change 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), ingested

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

  3. period ended2025-12-31
    13F 211,150 shares
    Change 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), ingested

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

  4. period ended2025-09-30
    13F 202,458 shares
    Change 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), ingested

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

  5. period ended2025-06-30
    13F 197,171 shares
    Change 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), ingested

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

  6. period ended2025-03-31
    13F 217,776 shares
    Change 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), ingested

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

  7. period ended2024-12-31
    13F 191,968 shares
    Change 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), ingested

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

  8. period ended2024-09-30
    13F 176,522 shares
    Change 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), ingested

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