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Mason Investment Advisory Services, Inc.: AVDV position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Mason Investment Advisory Services, Inc. on AVDV, newest first. How the timeline and the estimate are built.

Mason Investment Advisory Services, Inc. held 2,351,220 AVDV shares at 2026-06-30 per its 13F-HR filed 2026-08-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 2,351,220 shares
    Change vs previous 13F -8,994 shares

    9.22% of the 13F portfolio, value $242,293,196.

    13F-HR 0001140361-26-032728 filed by Mason Investment Advisory Services, Inc.
    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 2,360,214 shares
    Change vs previous 13F -55,584 shares

    10.88% of the 13F portfolio, value $235,691,012.

    13F-HR 0001140361-26-021278 filed by Mason Investment Advisory Services, Inc.
    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 2,415,798 shares
    Change vs previous 13F +20,008 shares

    10.77% of the 13F portfolio, value $227,012,508.

    13F-HR 0001140361-26-004973 filed by Mason Investment Advisory Services, Inc.
    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 2,395,790 shares
    Change vs previous 13F -60,204 shares

    10.62% of the 13F portfolio, value $213,297,139.

    13F-HR 0001140361-25-041541 filed by Mason Investment Advisory Services, Inc.
    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 2,455,994 shares
    Change vs previous 13F +23,935 shares

    10.62% of the 13F portfolio, value $194,711,197.

    13F-HR 0001140361-25-028811 filed by Mason Investment Advisory Services, Inc.
    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 2,432,059 shares
    Change vs previous 13F -509 shares

    10.24% of the 13F portfolio, value $169,611,827.

    13F-HR 0001140361-25-016854 filed by Mason Investment Advisory Services, Inc.
    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 2,432,568 shares
    Change vs previous 13F +85,891 shares

    9.28% of the 13F portfolio, value $158,311,548.

    13F-HR 0001140361-25-003388 filed by Mason Investment Advisory Services, Inc.
    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 2,346,677 shares
    Change vs previous 13F not available

    9.69% of the 13F portfolio, value $165,839,672.

    13F-HR 0001140361-24-046076 filed by Mason Investment Advisory Services, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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