Skip to content
Disclosery

Oak Root LLC: AVDE position timeline

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

Oak Root LLC held 1,427,068 AVDE shares at 2026-09-30 per its 13F-HR filed 2026-10-09.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 1,427,068 shares
    Change vs previous 13F 0 shares

    14.18% of the 13F portfolio, value $128,593,097.

    13F-HR 0002085853-26-001140 filed by Oak Root LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 1,427,068 shares
    Change vs previous 13F 0 shares

    14.05% of the 13F portfolio, value $127,294,466.

    13F-HR 0002085853-26-000708 filed by Oak Root LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2026-03-31
    13F 1,427,068 shares
    Change vs previous 13F 0 shares

    14.76% of the 13F portfolio, value $121,072,449.

    13F-HR 0002085853-26-000342 filed by Oak Root LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-12-31
    13F 1,427,068 shares
    Change vs previous 13F -87,231 shares

    14.2% of the 13F portfolio, value $117,476,238.

    13F-HR 0002085853-26-000048 filed by Oak Root LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-09-30
    13F 1,514,299 shares
    Change vs previous 13F 0 shares

    13.84% of the 13F portfolio, value $119,478,191.

    13F-HR 0002085853-25-000090 filed by Oak Root LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-06-30
    13F 1,514,299 shares
    Change vs previous 13F -8,782 shares

    13.88% of the 13F portfolio, value $112,073,269.

    13F-HR 0001667731-25-000801 filed by Oak Root LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2025-03-31
    13F 1,523,081 shares
    Change vs previous 13F +6,710 shares

    13.53% of the 13F portfolio, value $100,934,578.

    13F-HR 0001667731-25-000399 filed by Oak Root LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-12-31
    13F 1,516,371 shares
    Change vs previous 13F not available

    12.12% of the 13F portfolio, value $93,059,688.

    13F-HR 0001667731-25-000189 filed by Oak Root LLC
    Filed (acceptance time not in the bulk data set), ingested

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