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Lakeridge Wealth Management LLC: AVDE position timeline

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

Lakeridge Wealth Management LLC held 70,736 AVDE shares at 2026-06-30 per its 13F-HR filed 2026-07-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 70,736 shares
    Change vs previous 13F -7,141 shares

    2.32% of the 13F portfolio, value $6,309,682.

    13F-HR 0001951757-26-000993 filed by Lakeridge Wealth Management 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 77,877 shares
    Change vs previous 13F +2,753 shares

    2.84% of the 13F portfolio, value $6,607,124.

    13F-HR 0001951757-26-000537 filed by Lakeridge Wealth Management 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 75,124 shares
    Change vs previous 13F -1,024 shares

    2.81% of the 13F portfolio, value $6,184,229.

    13F-HR 0001951757-26-000015 filed by Lakeridge Wealth Management 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 76,148 shares
    Change vs previous 13F -694 shares

    2.67% of the 13F portfolio, value $6,008,070.

    13F-HR 0001951757-25-001153 filed by Lakeridge Wealth Management 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 76,842 shares
    Change vs previous 13F +11,929 shares

    2.61% of the 13F portfolio, value $5,687,069.

    13F-HR 0001951757-25-001046 filed by Lakeridge Wealth Management 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 64,913 shares
    Change vs previous 13F +3,620 shares

    2.15% of the 13F portfolio, value $4,301,785.

    13F-HR 0001951757-25-000380 filed by Lakeridge Wealth Management 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 61,293 shares
    Change vs previous 13F +18,606 shares

    1.94% of the 13F portfolio, value $3,761,551.

    13F-HR 0001951757-25-000157 filed by Lakeridge Wealth Management 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 42,687 shares
    Change vs previous 13F not available

    1.57% of the 13F portfolio, value $2,861,310.

    13F-HR 0001951757-24-000981 filed by Lakeridge Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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