LPL Financial LLC: AVDE position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of LPL Financial LLC on AVDE, newest first. How the timeline and the estimate are built.
LPL Financial LLC held 5,634,103 AVDE shares at 2026-06-30 per its 13F-HR filed 2026-08-07.
the latest 13F is the newest step
- period ended2026-06-3013F 5,634,103 sharesChange vs previous 13F +1,363,367 shares
0.11% of the 13F portfolio, value $502,561,984.
13F-HR 0001403438-26-000004 filed by LPL Financial 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 4,270,736 sharesChange vs previous 13F +1,004,165 shares
0.1% of the 13F portfolio, value $362,329,256.
13F-HR 0001403438-26-000002 filed by LPL Financial 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 3,266,571 sharesChange vs previous 13F +961,586 shares
0.07% of the 13F portfolio, value $268,904,135.
13F-HR 0001403438-26-000001 filed by LPL Financial LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 2,304,985 sharesChange vs previous 13F +326,343 shares
0.05% of the 13F portfolio, value $181,863,290.
13F-HR 0001403438-25-000006 filed by LPL Financial LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 1,978,642 sharesChange vs previous 13F +299,064 shares
0.05% of the 13F portfolio, value $146,439,257.
13F-HR 0001403438-25-000005 filed by LPL Financial LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 1,679,578 sharesChange vs previous 13F +144,363 shares
0.04% of the 13F portfolio, value $111,305,623.
13F-HR 0001403438-25-000003 filed by LPL Financial LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 1,535,215 sharesChange vs previous 13F +178,224 shares
0.04% of the 13F portfolio, value $94,216,117.
13F-HR 0001403438-25-000002 filed by LPL Financial LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 1,356,991 sharesChange vs previous 13F not available
0.04% of the 13F portfolio, value $90,959,102.
13F-HR 0001403438-24-000004 filed by LPL Financial LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).