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PCG Wealth Advisors, LLC: AVDV position timeline

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

PCG Wealth Advisors, LLC held 59,099 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 59,099 shares
    Change vs previous 13F -4,797 shares

    1.36% of the 13F portfolio, value $6,090,130.

    13F-HR 0001905393-26-000003 filed by PCG 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 63,896 shares
    Change vs previous 13F +2,782 shares

    1.61% of the 13F portfolio, value $6,380,619.

    13F-HR 0001905393-26-000002 filed by PCG 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 61,114 shares
    Change vs previous 13F +3,650 shares

    1.62% of the 13F portfolio, value $5,742,922.

    13F-HR 0001905393-26-000001 filed by PCG 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 57,464 shares
    Change vs previous 13F +57,464 shares

    1.49% of the 13F portfolio, value $5,115,939.

    13F-HR 0001905393-25-000003 filed by PCG 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 0 shares
    Change vs previous 13F -58,645 shares

    13F-HR 0001085146-25-004660 filed by PCG Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

    Exited: the 13F for this period no longer lists the position.

  6. period ended2025-03-31
    13F 58,645 shares
    Change vs previous 13F -1,920 shares

    1.43% of the 13F portfolio, value $4,089,891.

    13F-HR 0001085146-25-002601 filed by PCG 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 60,565 shares
    Change vs previous 13F +356 shares

    1.46% of the 13F portfolio, value $3,941,544.

    13F-HR 0001085146-25-000366 filed by PCG Wealth Advisors, 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 60,209 shares
    Change vs previous 13F not available

    1.64% of the 13F portfolio, value $4,254,956.

    13F-HR 0001085146-24-004929 filed by PCG Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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