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Disclosery

Meredith Wealth Planning: AVDE position timeline

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

Meredith Wealth Planning held 64,643 AVDE shares at 2026-06-30 per its 13F-HR filed 2026-07-24.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 64,643 shares
    Change vs previous 13F -254 shares

    1.36% of the 13F portfolio, value $5,766,173.

    13F-HR 0001956471-26-000003 filed by Meredith Wealth Planning
    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 64,897 shares
    Change vs previous 13F +25,138 shares

    1.49% of the 13F portfolio, value $5,505,851.

    13F-HR 0001956471-26-000002 filed by Meredith Wealth Planning
    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 39,759 shares
    Change vs previous 13F -1,154 shares

    0.97% of the 13F portfolio, value $3,272,991.

    13F-HR 0001956471-26-000001 filed by Meredith Wealth Planning
    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 40,913 shares
    Change vs previous 13F +4,509 shares

    1.02% of the 13F portfolio, value $3,228,051.

    13F-HR 0001956471-25-000007 filed by Meredith Wealth Planning
    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 36,404 shares
    Change vs previous 13F +5,151 shares

    0.98% of the 13F portfolio, value $2,694,275.

    13F-HR 0001956471-25-000006 filed by Meredith Wealth Planning
    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 31,253 shares
    Change vs previous 13F +1,476 shares

    0.91% of the 13F portfolio, value $2,071,109.

    13F-HR 0001956471-25-000005 filed by Meredith Wealth Planning
    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 29,777 shares
    Change vs previous 13F +513 shares

    0.81% of the 13F portfolio, value $1,827,389.

    13F-HR 0001956471-25-000001 filed by Meredith Wealth Planning
    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 29,264 shares
    Change vs previous 13F not available

    0.94% of the 13F portfolio, value $1,961,589.

    13F-HR 0001956471-24-000005 filed by Meredith Wealth Planning
    Filed (acceptance time not in the bulk data set), ingested

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