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Klaas Financial Asset Advisors, LLC: AVDV position timeline

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

Klaas Financial Asset Advisors, LLC held 3,334 AVDV shares at 2026-06-30 per its 13F-HR filed 2026-07-15.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 3,334 shares
    Change vs previous 13F -4,855 shares

    0.04% of the 13F portfolio, value $343,569.

    13F-HR 0001819279-26-000005 filed by Klaas Financial Asset Advisors, 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 8,189 shares
    Change vs previous 13F -74,430 shares

    0.11% of the 13F portfolio, value $817,754.

    13F-HR 0001819279-26-000004 filed by Klaas Financial Asset Advisors, 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 82,619 shares
    Change vs previous 13F -775 shares

    1.13% of the 13F portfolio, value $7,763,707.

    13F-HR 0001819279-26-000001 filed by Klaas Financial Asset Advisors, 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 83,394 shares
    Change vs previous 13F -11 shares

    1.11% of the 13F portfolio, value $7,424,568.

    13F-HR 0001819279-25-000006 filed by Klaas Financial Asset Advisors, 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 83,405 shares
    Change vs previous 13F +1,542 shares

    1.05% of the 13F portfolio, value $6,612,348.

    13F-HR 0002051355-25-000005 filed by Klaas Financial Asset Advisors, 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 81,863 shares
    Change vs previous 13F +1,046 shares

    0.98% of the 13F portfolio, value $5,709,126.

    13F-HR 0001819279-25-000003 filed by Klaas Financial Asset Advisors, 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 80,817 shares
    Change vs previous 13F +1,625 shares

    0.93% of the 13F portfolio, value $5,259,570.

    13F-HR 0001819279-25-000001 filed by Klaas Financial Asset Advisors, LLC
    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 79,192 shares
    Change vs previous 13F not available

    0.97% of the 13F portfolio, value $5,596,499.

    13F-HR 0001819279-24-000006 filed by Klaas Financial Asset Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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