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Intelligent Financial Strategies: AVDV position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Intelligent Financial Strategies on AVDV, newest first. How the timeline and the estimate are built.

Intelligent Financial Strategies held 4,277 AVDV shares at 2026-09-30 per its 13F-HR filed 2026-10-16.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 4,277 shares
    Change vs previous 13F +2 shares

    0.23% of the 13F portfolio, value $467,770.

    13F-HR 0001911000-26-000005 filed by Intelligent Financial Strategies
    Accepted , ingested

  2. period ended2026-06-30
    13F 4,275 shares
    Change vs previous 13F +4 shares

    0.21% of the 13F portfolio, value $440,553.

    13F-HR 0001911000-26-000004 filed by Intelligent Financial Strategies
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2026-03-31
    13F 4,271 shares
    Change vs previous 13F 0 shares

    0.22% of the 13F portfolio, value $426,530.

    13F-HR 0001911000-26-000002 filed by Intelligent Financial Strategies
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-12-31
    13F 4,271 shares
    Change vs previous 13F 0 shares

    0.19% of the 13F portfolio, value $401,372.

    13F-HR 0001911000-26-000001 filed by Intelligent Financial Strategies
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-09-30
    13F 4,271 shares
    Change vs previous 13F 0 shares

    0.19% of the 13F portfolio, value $380,272.

    13F-HR 0001911000-25-000008 filed by Intelligent Financial Strategies
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-06-30
    13F 4,271 shares
    Change vs previous 13F 0 shares

    0.18% of the 13F portfolio, value $338,627.

    13F-HR 0001911000-25-000007 filed by Intelligent Financial Strategies
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2025-03-31
    13F 4,271 shares
    Change vs previous 13F 0 shares

    0.16% of the 13F portfolio, value $297,879.

    13F-HR 0001911000-25-000005 filed by Intelligent Financial Strategies
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-12-31
    13F 4,271 shares
    Change vs previous 13F not available

    0.15% of the 13F portfolio, value $277,975.

    13F-HR 0001911000-25-000001 filed by Intelligent Financial Strategies
    Filed (acceptance time not in the bulk data set), ingested

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