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Disclosery

Level Financial Advisors: AVDV position timeline

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

Level Financial Advisors held 10,032 AVDV 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 10,032 shares
    Change vs previous 13F +101 shares

    0.23% of the 13F portfolio, value $1,033,848.

    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 9,931 shares
    Change vs previous 13F -273 shares

    0.25% of the 13F portfolio, value $991,691.

    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 10,204 shares
    Change vs previous 13F +293 shares

    0.25% of the 13F portfolio, value $958,874.

    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 9,911 shares
    Change vs previous 13F -107 shares

    0.25% of the 13F portfolio, value $882,371.

    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 10,018 shares
    Change vs previous 13F -530 shares

    0.25% of the 13F portfolio, value $794,222.

    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 10,548 shares
    Change vs previous 13F -87 shares

    0.25% of the 13F portfolio, value $735,645.

    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 10,635 shares
    Change vs previous 13F +778 shares

    0.25% of the 13F portfolio, value $692,151.

    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 9,857 shares
    Change vs previous 13F not available

    0.27% of the 13F portfolio, value $696,623.

    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).