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Meredith Wealth Planning: AVGE position timeline

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

Meredith Wealth Planning held 297,253 AVGE 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 297,253 shares
    Change vs previous 13F +18,652 shares

    6.95% of the 13F portfolio, value $29,457,745.

    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 278,601 shares
    Change vs previous 13F +45,898 shares

    6.64% of the 13F portfolio, value $24,522,486.

    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 232,703 shares
    Change vs previous 13F +72,141 shares

    5.95% of the 13F portfolio, value $19,991,523.

    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 160,562 shares
    Change vs previous 13F +13,682 shares

    4.24% of the 13F portfolio, value $13,392,461.

    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 146,880 shares
    Change vs previous 13F +45,659 shares

    4.13% of the 13F portfolio, value $11,380,224.

    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 101,221 shares
    Change vs previous 13F +18,302 shares

    3.18% of the 13F portfolio, value $7,205,918.

    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 82,919 shares
    Change vs previous 13F +30,450 shares

    2.67% of the 13F portfolio, value $6,000,843.

    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 52,469 shares
    Change vs previous 13F not available

    1.85% of the 13F portfolio, value $3,875,914.

    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).