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Private Wealth Management Group, LLC: AVDV position timeline

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

Private Wealth Management Group, LLC held 139,149 AVDV shares at 2026-06-30 per its 13F-HR filed 2026-07-27.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 139,149 shares
    Change vs previous 13F -4,239 shares

    3.33% of the 13F portfolio, value $14,339,306.

    13F-HR 0002011342-26-000003 filed by Private Wealth Management Group, 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 143,388 shares
    Change vs previous 13F -312 shares

    3.76% of the 13F portfolio, value $14,318,727.

    13F-HR 0002011342-26-000002 filed by Private Wealth Management Group, 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 143,700 shares
    Change vs previous 13F -1,373 shares

    3.61% of the 13F portfolio, value $13,503,490.

    13F-HR 0002011342-26-000001 filed by Private Wealth Management Group, 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 145,073 shares
    Change vs previous 13F +8,666 shares

    3.56% of the 13F portfolio, value $12,915,850.

    13F-HR 0002011342-25-000006 filed by Private Wealth Management Group, 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 136,407 shares
    Change vs previous 13F +6,095 shares

    3.59% of the 13F portfolio, value $10,814,348.

    13F-HR 0002011342-25-000004 filed by Private Wealth Management Group, 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 130,312 shares
    Change vs previous 13F +20,906 shares

    3.35% of the 13F portfolio, value $9,087,960.

    13F-HR 0002011342-25-000003 filed by Private Wealth Management Group, 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 109,406 shares
    Change vs previous 13F +16,842 shares

    2.73% of the 13F portfolio, value $7,120,144.

    13F-HR 0002011342-25-000001 filed by Private Wealth Management Group, 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 92,564 shares
    Change vs previous 13F not available

    2.58% of the 13F portfolio, value $6,541,499.

    13F-HR 0002011342-24-000005 filed by Private Wealth Management Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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