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Disclosery

Plancorp, LLC: AVDE position timeline

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

Plancorp, LLC held 862,580 AVDE shares at 2026-06-30 per its 13F-HR filed 2026-07-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 862,580 shares
    Change vs previous 13F -1,985 shares

    1.88% of the 13F portfolio, value $77,002,542.

    13F-HR 0001754960-26-000517 filed by Plancorp, 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 864,565 shares
    Change vs previous 13F -1,896 shares

    2.2% of the 13F portfolio, value $77,335,334.

    13F-HR 0001754960-26-000252 filed by Plancorp, 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 866,461 shares
    Change vs previous 13F -7,028 shares

    2.16% of the 13F portfolio, value $71,327,033.

    13F-HR 0001754960-26-000156 filed by Plancorp, 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 873,489 shares
    Change vs previous 13F -7,121 shares

    2.16% of the 13F portfolio, value $68,918,266.

    13F-HR 0001754960-25-000672 filed by Plancorp, 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 880,610 shares
    Change vs previous 13F -13,490 shares

    2.26% of the 13F portfolio, value $65,173,931.

    13F-HR 0001754960-25-000402 filed by Plancorp, 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 894,100 shares
    Change vs previous 13F -10,734 shares

    2.35% of the 13F portfolio, value $59,251,984.

    13F-HR 0001879202-25-000022 filed by Plancorp, 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 904,834 shares
    Change vs previous 13F +3,029 shares

    2.28% of the 13F portfolio, value $55,529,642.

    13F-HR 0001879202-25-000003 filed by Plancorp, 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 901,805 shares
    Change vs previous 13F not available

    2.47% of the 13F portfolio, value $60,447,998.

    13F-HR 0001879202-24-000057 filed by Plancorp, LLC
    Filed (acceptance time not in the bulk data set), ingested

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