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Oakwell Private Wealth Management, LLC: AVDV position timeline

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

Oakwell Private Wealth Management, LLC held 174,577 AVDV 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 174,577 shares
    Change vs previous 13F -15,331 shares

    2.98% of the 13F portfolio, value $17,990,131.

    13F-HR 0001941040-26-000497 filed by Oakwell Private 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 189,908 shares
    Change vs previous 13F +12,961 shares

    3.39% of the 13F portfolio, value $18,964,209.

    13F-HR 0001941040-26-000290 filed by Oakwell Private 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 176,947 shares
    Change vs previous 13F +1,936 shares

    3.1% of the 13F portfolio, value $16,627,713.

    13F-HR 0001941040-26-000059 filed by Oakwell Private 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 175,011 shares
    Change vs previous 13F +4,819 shares

    3.13% of the 13F portfolio, value $15,581,202.

    13F-HR 0001941040-25-000622 filed by Oakwell Private 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 170,192 shares
    Change vs previous 13F +15,896 shares

    3.11% of the 13F portfolio, value $13,492,797.

    13F-HR 0001941040-25-000423 filed by Oakwell Private 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 154,296 shares
    Change vs previous 13F +8,036 shares

    2.97% of the 13F portfolio, value $10,760,610.

    13F-HR 0001941040-25-000260 filed by Oakwell Private 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 146,260 shares
    Change vs previous 13F +12,894 shares

    2.67% of the 13F portfolio, value $9,518,629.

    13F-HR 0001941040-25-000064 filed by Oakwell Private Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-09-30
    13F 133,366 shares
    Change vs previous 13F not available

    2.71% of the 13F portfolio, value $9,424,962.

    13F-HR 0001941040-24-000462 filed by Oakwell Private Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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