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Perigon Wealth Management, LLC: AVDV position timeline

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

Perigon Wealth Management, LLC held 188,913 AVDV shares at 2026-06-30 per its 13F-HR filed 2026-08-07.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 188,913 shares
    Change vs previous 13F +7,092 shares

    0.31% of the 13F portfolio, value $19,467,436.

    13F-HR 0001951757-26-001189 filed by Perigon 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 181,821 shares
    Change vs previous 13F +2,236 shares

    0.33% of the 13F portfolio, value $18,156,671.

    13F-HR 0001951757-26-000567 filed by Perigon 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 179,585 shares
    Change vs previous 13F +1,898 shares

    0.3% of the 13F portfolio, value $16,875,628.

    13F-HR 0001951757-26-000202 filed by Perigon 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 177,687 shares
    Change vs previous 13F +8,071 shares

    0.32% of the 13F portfolio, value $15,819,492.

    13F-HR 0001951757-25-001161 filed by Perigon 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 169,616 shares
    Change vs previous 13F +2,676 shares

    0.31% of the 13F portfolio, value $13,447,172.

    13F-HR 0001951757-25-000869 filed by Perigon 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 166,940 shares
    Change vs previous 13F +817 shares

    0.3% of the 13F portfolio, value $11,642,403.

    13F-HR 0001951757-25-000439 filed by Perigon 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 166,123 shares
    Change vs previous 13F +21,430 shares

    0.26% of the 13F portfolio, value $10,741,526.

    13F-HR 0001951757-25-000106 filed by Perigon 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 144,693 shares
    Change vs previous 13F not available

    0.27% of the 13F portfolio, value $10,225,454.

    13F-HR 0001951757-24-001054 filed by Perigon Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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