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Modern Wealth Management, LLC: AVDE position timeline

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

Modern Wealth Management, LLC held 1,542,262 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 1,542,262 shares
    Change vs previous 13F +733,236 shares

    1.64% of the 13F portfolio, value $137,569,783.

    13F-HR 0002001900-26-000007 filed by Modern 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 809,026 shares
    Change vs previous 13F +181,565 shares

    1.2% of the 13F portfolio, value $69,697,629.

    13F-HR 0002001900-26-000006 filed by Modern 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 627,461 shares
    Change vs previous 13F +197,715 shares

    0.94% of the 13F portfolio, value $51,652,575.

    13F-HR 0002001900-26-000001 filed by Modern 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 429,746 shares
    Change vs previous 13F +323,485 shares

    0.67% of the 13F portfolio, value $33,906,961.

    13F-HR 0002001900-25-000023 filed by Modern 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/A 106,261 shares
    Change vs previous 13F +54,530 shares

    0.2% of the 13F portfolio, value $7,864,345.

    13F-HR/A 0002001900-25-000022 filed by Modern 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/A 51,731 shares
    Change vs previous 13F +46,326 shares

    0.11% of the 13F portfolio, value $3,428,213.

    13F-HR/A 0002001900-25-000019 filed by Modern 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/A 5,405 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $331,705.

    13F-HR/A 0002001900-25-000017 filed by Modern Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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