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Magnolia Private Wealth, LLC: AVDE position timeline

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

Magnolia Private Wealth, LLC held 434,018 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 434,018 shares
    Change vs previous 13F -653 shares

    6.31% of the 13F portfolio, value $11,497,439.

    13F-HR 0002055130-26-000003 filed by Magnolia Private Wealth, 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 434,671 shares
    Change vs previous 13F +312,796 shares

    7.33% of the 13F portfolio, value $11,005,965.

    13F-HR 0002055130-26-000002 filed by Magnolia Private Wealth, 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 121,875 shares
    Change vs previous 13F -53,504 shares

    7.01% of the 13F portfolio, value $10,032,760.

    13F-HR 0002055130-26-000001 filed by Magnolia Private Wealth, 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 175,379 shares
    Change vs previous 13F +67,830 shares

    6.55% of the 13F portfolio, value $8,929,717.

    13F-HR 0002055130-25-000005 filed by Magnolia Private Wealth, 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 107,549 shares
    Change vs previous 13F -50,078 shares

    6.17% of the 13F portfolio, value $7,959,714.

    13F-HR 0002055130-25-000004 filed by Magnolia Private Wealth, 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 157,627 shares
    Change vs previous 13F +103,291 shares

    3.76% of the 13F portfolio, value $4,441,128.

    13F-HR 0002055130-25-000003 filed by Magnolia Private Wealth, 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 54,336 shares
    Change vs previous 13F not available

    2.97% of the 13F portfolio, value $3,334,626.

    13F-HR 0002055130-25-000001 filed by Magnolia Private Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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