Skip to content

Legacy Financial Strategies, LLC: AVDE position timeline

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

Legacy Financial Strategies, LLC held 501,128 AVDE shares at 2026-09-30 per its 13F-HR filed 2026-10-15.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 501,128 shares
    Change vs previous 13F +17,451 shares

    7.34% of the 13F portfolio, value $45,156,656.

    13F-HR 0001723925-26-000010 filed by Legacy Financial Strategies, LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 483,677 shares
    Change vs previous 13F +13,536 shares

    6.68% of the 13F portfolio, value $43,143,974.

    13F-HR 0001723925-26-000008 filed by Legacy Financial Strategies, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2026-03-31
    13F 470,141 shares
    Change vs previous 13F +65,026 shares

    7.2% of the 13F portfolio, value $39,886,772.

    13F-HR 0001723925-26-000004 filed by Legacy Financial Strategies, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-12-31
    13F 405,115 shares
    Change vs previous 13F not available

    5.9% of the 13F portfolio, value $33,349,067.

    13F-HR 0001723925-26-000002 filed by Legacy Financial Strategies, LLC
    Filed (acceptance time not in the bulk data set), ingested

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