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Kondo Wealth Advisors, Inc.: AVDV position timeline

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

Kondo Wealth Advisors, Inc. held 252,626 AVDV shares at 2026-06-30 per its 13F-HR filed 2026-07-21.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 252,626 shares
    Change vs previous 13F +3,124 shares

    8.7% of the 13F portfolio, value $26,033,193.

    13F-HR 0001172661-26-002722 filed by Kondo Wealth Advisors, 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 249,502 shares
    Change vs previous 13F -7,447 shares

    9.38% of the 13F portfolio, value $24,915,356.

    13F-HR 0001172661-26-001652 filed by Kondo Wealth Advisors, 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 256,949 shares
    Change vs previous 13F +4,018 shares

    9.24% of the 13F portfolio, value $24,145,898.

    13F-HR 0001172661-26-000403 filed by Kondo Wealth Advisors, 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 252,931 shares
    Change vs previous 13F +7,149 shares

    9.08% of the 13F portfolio, value $22,518,536.

    13F-HR 0001172661-25-004585 filed by Kondo Wealth Advisors, 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 245,782 shares
    Change vs previous 13F +8,443 shares

    8.61% of the 13F portfolio, value $19,500,424.

    13F-HR 0001172661-25-002771 filed by Kondo Wealth Advisors, 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 237,339 shares
    Change vs previous 13F +19,594 shares

    8.16% of the 13F portfolio, value $16,552,123.

    13F-HR 0001172661-25-002441 filed by Kondo Wealth Advisors, 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 217,745 shares
    Change vs previous 13F not available

    7.19% of the 13F portfolio, value $14,170,938.

    13F-HR 0001172661-25-002440 filed by Kondo Wealth Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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