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Disclosery

Meredith Wealth Planning: AVDV position timeline

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

Meredith Wealth Planning held 317,877 AVDV 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 317,877 shares
    Change vs previous 13F +4,322 shares

    7.73% of the 13F portfolio, value $32,757,261.

    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 313,555 shares
    Change vs previous 13F -8,808 shares

    8.48% of the 13F portfolio, value $31,311,650.

    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 322,363 shares
    Change vs previous 13F -6,844 shares

    9.02% of the 13F portfolio, value $30,292,437.

    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 329,207 shares
    Change vs previous 13F -1,446 shares

    9.29% of the 13F portfolio, value $29,309,267.

    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 330,653 shares
    Change vs previous 13F +25,135 shares

    9.52% of the 13F portfolio, value $26,214,201.

    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 305,518 shares
    Change vs previous 13F +3,905 shares

    9.4% of the 13F portfolio, value $21,306,792.

    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 301,613 shares
    Change vs previous 13F +19,116 shares

    8.75% of the 13F portfolio, value $19,628,959.

    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 282,497 shares
    Change vs previous 13F not available

    9.53% of the 13F portfolio, value $19,964,088.

    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).