Skip to content
Disclosery

Lutz Financial Services LLC: AVDE position timeline

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

Lutz Financial Services LLC held 144,861 AVDE shares at 2026-06-30 per its 13F-HR filed 2026-08-05.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 144,861 shares
    Change vs previous 13F -2,824 shares

    0.79% of the 13F portfolio, value $12,921,639.

    13F-HR 0001737112-26-000005 filed by Lutz Financial Services 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 147,685 shares
    Change vs previous 13F -6,637 shares

    0.84% of the 13F portfolio, value $12,529,595.

    13F-HR 0001737112-26-000003 filed by Lutz Financial Services 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 154,322 shares
    Change vs previous 13F -1,544 shares

    0.86% of the 13F portfolio, value $12,703,787.

    13F-HR 0001737112-26-000002 filed by Lutz Financial Services 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 155,866 shares
    Change vs previous 13F -2,347 shares

    0.89% of the 13F portfolio, value $12,297,827.

    13F-HR 0001737112-25-000008 filed by Lutz Financial Services 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 158,213 shares
    Change vs previous 13F +14,512 shares

    0.91% of the 13F portfolio, value $11,709,344.

    13F-HR 0001737112-25-000007 filed by Lutz Financial Services 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 143,701 shares
    Change vs previous 13F -834 shares

    0.78% of the 13F portfolio, value $9,523,065.

    13F-HR 0001737112-25-000005 filed by Lutz Financial Services 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 144,535 shares
    Change vs previous 13F +92 shares

    0.72% of the 13F portfolio, value $8,870,113.

    13F-HR 0001737112-25-000002 filed by Lutz Financial Services 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 144,443 shares
    Change vs previous 13F not available

    0.79% of the 13F portfolio, value $9,682,014.

    13F-HR 0001737112-24-000007 filed by Lutz Financial Services LLC
    Filed (acceptance time not in the bulk data set), ingested

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