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Disclosery

Meredith Wealth Planning: AVGV position timeline

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

Meredith Wealth Planning held 613,056 AVGV 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 613,056 shares
    Change vs previous 13F +78,479 shares

    12.3% of the 13F portfolio, value $52,122,029.

    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 534,577 shares
    Change vs previous 13F +74,314 shares

    11.23% of the 13F portfolio, value $41,451,099.

    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 460,263 shares
    Change vs previous 13F +5,063 shares

    10.03% of the 13F portfolio, value $33,682,013.

    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 455,200 shares
    Change vs previous 13F +32,851 shares

    10.15% of the 13F portfolio, value $32,017,786.

    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 422,349 shares
    Change vs previous 13F +27,013 shares

    10% of the 13F portfolio, value $27,549,782.

    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 395,336 shares
    Change vs previous 13F +12,802 shares

    10.6% of the 13F portfolio, value $24,025,247.

    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 382,534 shares
    Change vs previous 13F +33,098 shares

    10.4% of the 13F portfolio, value $23,327,740.

    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 349,436 shares
    Change vs previous 13F not available

    10.47% of the 13F portfolio, value $21,935,435.

    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).