Legacy Wealth Management, LLC / MS: AVDV position timeline

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

Legacy Wealth Management, LLC / MS held 37,372 AVDV shares at 2026-06-30 per its 13F-HR filed 2026-07-08.

the latest 13F is the newest step

period ended2026-06-30
13F 37,372 shares
Change vs previous 13F +5,946 shares
0.99% of the 13F portfolio, value $3,851,185.
13F-HR 0001214659-26-008317 filed by Legacy Wealth Management, LLC / MS
Filed 2026-07-08 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2026-03-31
13F 31,426 shares
Change vs previous 13F not available
0.89% of the 13F portfolio, value $3,138,200.
13F-HR 0001214659-26-004531 filed by Legacy Wealth Management, LLC / MS
Filed 2026-04-10 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC
Acceptance time not in the bulk data set (spec §4.2).