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IAM Advisory, LLC: AVDE position timeline

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

IAM Advisory, LLC held 398,427 AVDE shares at 2026-06-30 per its 13F-HR filed 2026-07-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 398,427 shares
    Change vs previous 13F -236 shares

    6.92% of the 13F portfolio, value $35,539,668.

    13F-HR 0001951757-26-001001 filed by IAM Advisory, 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 398,663 shares
    Change vs previous 13F -11,243 shares

    7.58% of the 13F portfolio, value $33,822,601.

    13F-HR 0001951757-26-000576 filed by IAM Advisory, 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 409,906 shares
    Change vs previous 13F +2,280 shares

    7.5% of the 13F portfolio, value $33,743,469.

    13F-HR 0001951757-26-000017 filed by IAM Advisory, 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 407,626 shares
    Change vs previous 13F +4,003 shares

    7.23% of the 13F portfolio, value $32,161,716.

    13F-HR 0001951757-25-001179 filed by IAM Advisory, 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 403,623 shares
    Change vs previous 13F +214,294 shares

    7.17% of the 13F portfolio, value $29,872,145.

    13F-HR 0001951757-25-000585 filed by IAM Advisory, 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 189,329 shares
    Change vs previous 13F -1,659 shares

    3.26% of the 13F portfolio, value $12,546,823.

    13F-HR 0001951757-25-000329 filed by IAM Advisory, 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 190,988 shares
    Change vs previous 13F -2,666 shares

    2.97% of the 13F portfolio, value $11,720,950.

    13F-HR 0001951757-25-000046 filed by IAM Advisory, 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 193,654 shares
    Change vs previous 13F not available

    3.28% of the 13F portfolio, value $12,980,625.

    13F-HR 0001951757-24-000971 filed by IAM Advisory, LLC
    Filed (acceptance time not in the bulk data set), ingested

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