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
- period ended2026-09-3013F 501,128 sharesChange 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 - period ended2026-06-3013F 483,677 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 470,141 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 405,115 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).