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Level Financial Advisors: AVDE position timeline

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

Level Financial Advisors held 32,381 AVDE shares at 2026-06-30 per its 13F-HR filed 2026-07-15.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 32,381 shares
    Change vs previous 13F +161 shares

    0.65% of the 13F portfolio, value $2,888,342.

    13F-HR 0001871734-26-000003 filed by Level Financial Advisors
    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 32,220 shares
    Change vs previous 13F +965 shares

    0.7% of the 13F portfolio, value $2,733,518.

    13F-HR 0001871734-26-000002 filed by Level Financial Advisors
    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 31,255 shares
    Change vs previous 13F +1,492 shares

    0.68% of the 13F portfolio, value $2,572,907.

    13F-HR 0001871734-26-000001 filed by Level Financial Advisors
    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 29,763 shares
    Change vs previous 13F -648 shares

    0.66% of the 13F portfolio, value $2,348,317.

    13F-HR 0001871734-25-000006 filed by Level Financial Advisors
    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 30,411 shares
    Change vs previous 13F +5,512 shares

    0.7% of the 13F portfolio, value $2,250,734.

    13F-HR 0001871734-25-000003 filed by Level Financial Advisors
    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 24,899 shares
    Change vs previous 13F +2,247 shares

    0.56% of the 13F portfolio, value $1,650,059.

    13F-HR 0001871734-25-000002 filed by Level Financial Advisors
    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 22,652 shares
    Change vs previous 13F +4,332 shares

    0.51% of the 13F portfolio, value $1,390,155.

    13F-HR 0001871734-25-000001 filed by Level Financial Advisors
    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 18,320 shares
    Change vs previous 13F not available

    0.47% of the 13F portfolio, value $1,227,967.

    13F-HR 0001871734-24-000008 filed by Level Financial Advisors
    Filed (acceptance time not in the bulk data set), ingested

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