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ORBA Wealth Advisors, L.L.C.: AVDE position timeline

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

ORBA Wealth Advisors, L.L.C. held 48,214 AVDE shares at 2026-06-30 per its 13F-HR filed 2026-07-24.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 48,214 shares
    Change vs previous 13F +22,752 shares

    3.68% of the 13F portfolio, value $4,300,651.

    13F-HR 0002010248-26-000003 filed by ORBA Wealth Advisors, L.L.C.
    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 25,462 shares
    Change vs previous 13F -21,287 shares

    2.58% of the 13F portfolio, value $2,160,154.

    13F-HR 0002010248-26-000002 filed by ORBA Wealth Advisors, L.L.C.
    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 46,749 shares
    Change vs previous 13F +7,220 shares

    3.34% of the 13F portfolio, value $3,848,340.

    13F-HR 0002010248-26-000001 filed by ORBA Wealth Advisors, L.L.C.
    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 39,529 shares
    Change vs previous 13F +6,889 shares

    2.57% of the 13F portfolio, value $3,118,848.

    13F-HR 0002010248-25-000003 filed by ORBA Wealth Advisors, L.L.C.
    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 32,640 shares
    Change vs previous 13F -38,055 shares

    2.2% of the 13F portfolio, value $2,415,694.

    13F-HR 0001085146-25-004558 filed by ORBA Wealth Advisors, L.L.C.
    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 70,695 shares
    Change vs previous 13F +5,195 shares

    2.36% of the 13F portfolio, value $4,684,999.

    13F-HR 0001085146-25-002164 filed by ORBA Wealth Advisors, L.L.C.
    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 65,500 shares
    Change vs previous 13F -3,786 shares

    2.1% of the 13F portfolio, value $4,019,779.

    13F-HR 0001085146-25-000798 filed by ORBA Wealth Advisors, L.L.C.
    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 69,286 shares
    Change vs previous 13F not available

    2.35% of the 13F portfolio, value $4,644,229.

    13F-HR 0001085146-24-004744 filed by ORBA Wealth Advisors, L.L.C.
    Filed (acceptance time not in the bulk data set), ingested

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