JACKSON THORNTON WEALTH MANAGEMENT, LLC: AVDV position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of JACKSON THORNTON WEALTH MANAGEMENT, LLC on AVDV, newest first. How the timeline and the estimate are built.
JACKSON THORNTON WEALTH MANAGEMENT, LLC held 119,694 AVDV shares at 2026-06-30 per its 13F-HR filed 2026-08-06.
the latest 13F is the newest step
- period ended2026-06-3013F 119,694 sharesChange vs previous 13F +3,283 shares
0.98% of the 13F portfolio, value $12,334,466.
13F-HR 0001903880-26-000003 filed by JACKSON THORNTON WEALTH MANAGEMENT, 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 116,411 sharesChange vs previous 13F +9,079 shares
1.11% of the 13F portfolio, value $12,284,853.
13F-HR 0001903880-26-000002 filed by JACKSON THORNTON WEALTH MANAGEMENT, 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 107,332 sharesChange vs previous 13F +274 shares
0.97% of the 13F portfolio, value $10,313,532.
13F-HR 0001903880-26-000001 filed by JACKSON THORNTON WEALTH MANAGEMENT, 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 107,058 sharesChange vs previous 13F +2,810 shares
0.98% of the 13F portfolio, value $9,627,726.
13F-HR 0001903880-25-000006 filed by JACKSON THORNTON WEALTH MANAGEMENT, 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 104,248 sharesChange vs previous 13F +529 shares
0.96% of the 13F portfolio, value $8,351,307.
13F-HR 0001903880-25-000005 filed by JACKSON THORNTON WEALTH MANAGEMENT, 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 103,719 sharesChange vs previous 13F +5,390 shares
0.96% of the 13F portfolio, value $7,260,330.
13F-HR 0001903880-25-000002 filed by JACKSON THORNTON WEALTH MANAGEMENT, 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 98,329 sharesChange vs previous 13F +14,053 shares
0.81% of the 13F portfolio, value $6,399,251.
13F-HR 0001903880-25-000001 filed by JACKSON THORNTON WEALTH MANAGEMENT, 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 84,276 sharesChange vs previous 13F not available
0.79% of the 13F portfolio, value $5,955,785.
13F-HR 0001903880-24-000006 filed by JACKSON THORNTON WEALTH MANAGEMENT, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).