Skip to content
Disclosery

Laurel Wealth Planning LLC: AVDV position timeline

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

Laurel Wealth Planning LLC held 49,705 AVDV shares at 2026-06-30 per its 13F-HR filed 2026-07-30.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 49,705 shares
    Change vs previous 13F +956 shares

    2.27% of the 13F portfolio, value $5,122,101.

    13F-HR 0002063364-26-000236 filed by Laurel Wealth Planning 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 48,749 shares
    Change vs previous 13F +184 shares

    2.57% of the 13F portfolio, value $4,868,076.

    13F-HR 0002063364-26-000114 filed by Laurel Wealth Planning 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 48,565 shares
    Change vs previous 13F +4,584 shares

    2.53% of the 13F portfolio, value $4,563,654.

    13F-HR 0002063364-26-000014 filed by Laurel Wealth Planning 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 43,981 shares
    Change vs previous 13F not available

    2.07% of the 13F portfolio, value $3,915,629.

    13F-HR 0002063364-25-000232 filed by Laurel Wealth Planning LLC
    Filed (acceptance time not in the bulk data set), ingested

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