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Kelman-Lazarov, Inc.: AVDE position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Kelman-Lazarov, Inc. on AVDE, newest first. How the timeline and the estimate are built.

Kelman-Lazarov, Inc. held 352,258 AVDE shares at 2026-06-30 per its 13F-HR filed 2026-08-10.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 352,258 shares
    Change vs previous 13F -2,173 shares

    4.12% of the 13F portfolio, value $31,421,412.

    13F-HR 0001398344-26-013958 filed by Kelman-Lazarov, Inc.
    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 354,431 shares
    Change vs previous 13F +28,074 shares

    4.31% of the 13F portfolio, value $30,069,926.

    13F-HR 0001398344-26-007296 filed by Kelman-Lazarov, Inc.
    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 326,357 shares
    Change vs previous 13F +244,826 shares

    3.84% of the 13F portfolio, value $26,865,714.

    13F-HR 0001398344-26-001181 filed by Kelman-Lazarov, Inc.
    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 81,531 shares
    Change vs previous 13F +9,346 shares

    0.95% of the 13F portfolio, value $6,432,757.

    13F-HR 0001398344-25-020737 filed by Kelman-Lazarov, Inc.
    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 72,185 shares
    Change vs previous 13F -1,629 shares

    0.87% of the 13F portfolio, value $5,342,375.

    13F-HR 0001398344-25-014039 filed by Kelman-Lazarov, Inc.
    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 73,814 shares
    Change vs previous 13F -265 shares

    0.89% of the 13F portfolio, value $4,891,654.

    13F-HR 0001398344-25-008790 filed by Kelman-Lazarov, Inc.
    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 74,079 shares
    Change vs previous 13F +790 shares

    0.82% of the 13F portfolio, value $4,546,228.

    13F-HR 0001398344-25-002653 filed by Kelman-Lazarov, Inc.
    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 73,289 shares
    Change vs previous 13F not available

    0.85% of the 13F portfolio, value $4,912,562.

    13F-HR 0001398344-24-020340 filed by Kelman-Lazarov, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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