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Kaufman Rossin Wealth, LLC: AVDV position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Kaufman Rossin Wealth, LLC on AVDV, newest first. How the timeline and the estimate are built.

Kaufman Rossin Wealth, LLC held 180,927 AVDV shares at 2026-06-30 per its 13F-HR filed 2026-07-16.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 180,927 shares
    Change vs previous 13F +16,602 shares

    8.84% of the 13F portfolio, value $18,659,039.

    13F-HR 0001725547-26-000232 filed by Kaufman Rossin 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 ended2026-03-31
    13F 164,325 shares
    Change vs previous 13F -2,775 shares

    9.41% of the 13F portfolio, value $16,409,469.

    13F-HR 0001725547-26-000143 filed by Kaufman Rossin 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 ended2025-12-31
    13F 167,100 shares
    Change vs previous 13F +1,059 shares

    8.18% of the 13F portfolio, value $15,702,394.

    13F-HR 0001725547-26-000021 filed by Kaufman Rossin 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 ended2025-09-30
    13F 166,041 shares
    Change vs previous 13F +7,631 shares

    8.09% of the 13F portfolio, value $14,782,606.

    13F-HR 0001725547-25-004113 filed by Kaufman Rossin 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 ended2025-06-30
    13F 158,410 shares
    Change vs previous 13F +15,037 shares

    7.95% of the 13F portfolio, value $12,558,723.

    13F-HR 0001725547-25-003408 filed by Kaufman Rossin Wealth, 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 143,373 shares
    Change vs previous 13F +7,037 shares

    7.15% of the 13F portfolio, value $9,998,847.

    13F-HR 0001725547-25-002245 filed by Kaufman Rossin Wealth, 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 136,336 shares
    Change vs previous 13F not available

    9.13% of the 13F portfolio, value $8,872,760.

    13F-HR 0001725547-25-000164 filed by Kaufman Rossin Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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