RAFFA WEALTH MANAGEMENT, LLC: AVDE position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of RAFFA WEALTH MANAGEMENT, LLC on AVDE, newest first. How the timeline and the estimate are built.
RAFFA WEALTH MANAGEMENT, LLC held 194,650 AVDE shares at 2026-06-30 per its 13F-HR filed 2026-07-27.
the latest 13F is the newest step
- period ended2026-06-3013F 194,650 sharesChange vs previous 13F +26,033 shares
2.19% of the 13F portfolio, value $17,362,758.
13F-HR 0001214659-26-009032 filed by RAFFA WEALTH MANAGEMENT, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 168,617 sharesChange vs previous 13F +84 shares
2.23% of the 13F portfolio, value $14,305,465.
13F-HR 0001214659-26-009031 filed by RAFFA WEALTH MANAGEMENT, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 168,533 sharesChange vs previous 13F +5,656 shares
2.13% of the 13F portfolio, value $13,873,608.
13F-HR 0001214659-26-009030 filed by RAFFA WEALTH MANAGEMENT, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 162,877 sharesChange vs previous 13F +4,209 shares
2.31% of the 13F portfolio, value $12,850,966.
13F-HR 0001214659-26-009029 filed by RAFFA WEALTH MANAGEMENT, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 158,668 sharesChange vs previous 13F +8,789 shares
2.35% of the 13F portfolio, value $11,742,986.
13F-HR 0001214659-26-009028 filed by RAFFA WEALTH MANAGEMENT, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 149,879 sharesChange vs previous 13F +8,639 shares
2.26% of the 13F portfolio, value $9,932,464.
13F-HR 0001214659-26-009027 filed by RAFFA WEALTH MANAGEMENT, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 141,240 sharesChange vs previous 13F +16,270 shares
2.02% of the 13F portfolio, value $8,667,891.
13F-HR 0001214659-26-009037 filed by RAFFA WEALTH MANAGEMENT, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 124,970 sharesChange vs previous 13F not available
2.02% of the 13F portfolio, value $8,376,746.
13F-HR 0001214659-26-009026 filed by RAFFA WEALTH MANAGEMENT, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).