Skip to content
Disclosery

McMill Wealth Management: AVDV position timeline

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

McMill Wealth Management held 178,884 AVDV shares at 2026-06-30 per its 13F-HR/A filed 2026-08-17.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F/A 178,884 shares
    Change vs previous 13F +582 shares

    4.48% of the 13F portfolio, value $18,434,018.

    13F-HR/A 0002056447-26-000004 filed by McMill Wealth Management
    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 178,302 shares
    Change vs previous 13F -3,109 shares

    4.73% of the 13F portfolio, value $17,805,277.

    13F-HR 0002056447-26-000002 filed by McMill Wealth Management
    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 181,411 shares
    Change vs previous 13F +880 shares

    4.79% of the 13F portfolio, value $17,047,197.

    13F-HR 0002056447-26-000001 filed by McMill Wealth Management
    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 180,531 shares
    Change vs previous 13F -3,329 shares

    4.58% of the 13F portfolio, value $16,072,639.

    13F-HR 0002056447-25-000007 filed by McMill Wealth Management
    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 183,860 shares
    Change vs previous 13F -5,253 shares

    4.82% of the 13F portfolio, value $14,558,003.

    13F-HR 0002056447-25-000005 filed by McMill Wealth Management
    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 189,113 shares
    Change vs previous 13F +19,085 shares

    4.75% of the 13F portfolio, value $13,188,770.

    13F-HR 0002056447-25-000003 filed by McMill Wealth Management
    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 170,028 shares
    Change vs previous 13F not available

    4.48% of the 13F portfolio, value $11,065,410.

    13F-HR 0002056447-25-000001 filed by McMill Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

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