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JOURNEY STRATEGIC WEALTH LLC: AVDE position timeline

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

JOURNEY STRATEGIC WEALTH LLC held 349,944 AVDE shares at 2026-03-31 per its 13F-HR filed 2026-04-15.

the latest 13F is the newest step

  1. period ended2026-03-31
    13F 349,944 shares
    Change vs previous 13F +96,299 shares

    0.74% of the 13F portfolio, value $29,689,213.

    13F-HR 0001909316-26-000003 filed by JOURNEY STRATEGIC WEALTH LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2025-12-31
    13F 253,645 shares
    Change vs previous 13F -322,203 shares

    0.55% of the 13F portfolio, value $20,880,064.

    13F-HR 0001909316-26-000001 filed by JOURNEY STRATEGIC WEALTH LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-09-30
    13F 575,848 shares
    Change vs previous 13F +131,406 shares

    1.28% of the 13F portfolio, value $45,434,407.

    13F-HR 0001909316-25-000007 filed by JOURNEY STRATEGIC WEALTH LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-06-30
    13F 444,442 shares
    Change vs previous 13F +218,829 shares

    1.07% of the 13F portfolio, value $32,893,152.

    13F-HR 0001909316-25-000005 filed by JOURNEY STRATEGIC WEALTH LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-03-31
    13F 225,613 shares
    Change vs previous 13F not available

    0.52% of the 13F portfolio, value $14,951,374.

    13F-HR 0001909316-25-000003 filed by JOURNEY STRATEGIC WEALTH LLC
    Filed (acceptance time not in the bulk data set), ingested

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