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LPL Financial LLC: AVDV position timeline

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

LPL Financial LLC held 1,685,320 AVDV shares at 2026-06-30 per its 13F-HR filed 2026-08-07.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 1,685,320 shares
    Change vs previous 13F +49,082 shares

    0.04% of the 13F portfolio, value $173,672,257.

    13F-HR 0001403438-26-000004 filed by LPL Financial LLC
    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 1,636,238 shares
    Change vs previous 13F +210,017 shares

    0.04% of the 13F portfolio, value $163,394,687.

    13F-HR 0001403438-26-000002 filed by LPL Financial LLC
    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 1,426,221 shares
    Change vs previous 13F +126,854 shares

    0.04% of the 13F portfolio, value $134,021,967.

    13F-HR 0001403438-26-000001 filed by LPL Financial LLC
    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 1,299,367 shares
    Change vs previous 13F +440,467 shares

    0.03% of the 13F portfolio, value $115,682,677.

    13F-HR 0001403438-25-000006 filed by LPL Financial LLC
    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 858,900 shares
    Change vs previous 13F +35,394 shares

    0.02% of the 13F portfolio, value $68,093,623.

    13F-HR 0001403438-25-000005 filed by LPL Financial LLC
    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 823,506 shares
    Change vs previous 13F +450,010 shares

    0.02% of the 13F portfolio, value $57,431,338.

    13F-HR 0001403438-25-000003 filed by LPL Financial LLC
    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 373,496 shares
    Change vs previous 13F +47,842 shares

    0.01% of the 13F portfolio, value $24,307,143.

    13F-HR 0001403438-25-000002 filed by LPL Financial LLC
    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 325,654 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $23,013,983.

    13F-HR 0001403438-24-000004 filed by LPL Financial LLC
    Filed (acceptance time not in the bulk data set), ingested

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