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Modera Wealth Management, LLC: AVDE position timeline

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

Modera Wealth Management, LLC held 367,306 AVDE shares at 2026-06-30 per its 13F-HR filed 2026-08-03.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 367,306 shares
    Change vs previous 13F -10,314 shares

    0.35% of the 13F portfolio, value $32,763,681.

    13F-HR 0001398344-26-013292 filed by Modera Wealth Management, 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 377,620 shares
    Change vs previous 13F -8,345 shares

    0.38% of the 13F portfolio, value $32,037,283.

    13F-HR 0001398344-26-008552 filed by Modera Wealth Management, 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 385,965 shares
    Change vs previous 13F -6,774 shares

    0.37% of the 13F portfolio, value $31,772,602.

    13F-HR 0001398344-26-000944 filed by Modera Wealth Management, 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 392,739 shares
    Change vs previous 13F -10,132 shares

    0.36% of the 13F portfolio, value $30,987,134.

    13F-HR 0001398344-25-020069 filed by Modera Wealth Management, 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 402,871 shares
    Change vs previous 13F -10,892 shares

    0.37% of the 13F portfolio, value $29,816,508.

    13F-HR 0001398344-25-014578 filed by Modera Wealth Management, 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 413,763 shares
    Change vs previous 13F +31,213 shares

    0.37% of the 13F portfolio, value $27,420,045.

    13F-HR 0001398344-25-008976 filed by Modera Wealth Management, 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 382,550 shares
    Change vs previous 13F not available

    0.28% of the 13F portfolio, value $23,477,067.

    13F-HR 0001398344-25-002046 filed by Modera Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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