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Oak Wealth Advisors LLC: AVDE position timeline

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

Oak Wealth Advisors LLC held 298,639 AVDE shares at 2026-06-30 per its 13F-HR filed 2026-07-22.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 298,639 shares
    Change vs previous 13F +2,733 shares

    12.78% of the 13F portfolio, value $26,638,605.

    13F-HR 0002056728-26-000006 filed by Oak Wealth 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 295,906 shares
    Change vs previous 13F -4,266 shares

    13.79% of the 13F portfolio, value $25,104,639.

    13F-HR 0002056728-26-000002 filed by Oak Wealth 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 300,172 shares
    Change vs previous 13F -8,671 shares

    14.19% of the 13F portfolio, value $24,710,151.

    13F-HR 0002056728-26-000001 filed by Oak Wealth 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 308,843 shares
    Change vs previous 13F +12,727 shares

    14.16% of the 13F portfolio, value $24,367,730.

    13F-HR 0002056728-25-000016 filed by Oak Wealth 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 296,116 shares
    Change vs previous 13F +14,795 shares

    14.06% of the 13F portfolio, value $21,915,561.

    13F-HR 0002056728-25-000013 filed by Oak Wealth 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 281,321 shares
    Change vs previous 13F +20,782 shares

    13.79% of the 13F portfolio, value $18,643,171.

    13F-HR 0002056728-25-000012 filed by Oak Wealth 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 260,539 shares
    Change vs previous 13F not available

    12.3% of the 13F portfolio, value $15,989,305.

    13F-HR 0002056728-25-000009 filed by Oak Wealth Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

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