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Milestone Investment Advisors LLC: AVDE position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Milestone Investment Advisors LLC on AVDE, newest first. How the timeline and the estimate are built.

Milestone Investment Advisors LLC held 144,897 AVDE shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 144,897 shares
    Change vs previous 13F +3,388 shares

    2.79% of the 13F portfolio, value $12,924,794.

    13F-HR 0001967018-26-000003 filed by Milestone Investment Advisors LLC
    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 141,509 shares
    Change vs previous 13F +16,941 shares

    2.9% of the 13F portfolio, value $12,005,644.

    13F-HR 0001967018-26-000002 filed by Milestone Investment Advisors LLC
    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 124,568 shares
    Change vs previous 13F +8,472 shares

    2.48% of the 13F portfolio, value $10,254,470.

    13F-HR 0001967018-26-000001 filed by Milestone Investment Advisors LLC
    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 116,096 shares
    Change vs previous 13F +18,294 shares

    2.28% of the 13F portfolio, value $9,159,953.

    13F-HR 0001967018-25-000005 filed by Milestone Investment Advisors LLC
    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 97,802 shares
    Change vs previous 13F +6,004 shares

    1.89% of the 13F portfolio, value $7,238,329.

    13F-HR 0001967018-25-000003 filed by Milestone Investment Advisors LLC
    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 91,798 shares
    Change vs previous 13F +18,008 shares

    1.69% of the 13F portfolio, value $6,083,454.

    13F-HR 0001967018-25-000002 filed by Milestone Investment Advisors LLC
    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 73,790 shares
    Change vs previous 13F not available

    1.23% of the 13F portfolio, value $4,528,493.

    13F-HR 0001967018-25-000001 filed by Milestone Investment Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

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