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Disclosery

REDW Wealth LLC: AVDE position timeline

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

REDW Wealth LLC held 110,315 AVDE shares at 2026-06-30 per its 13F-HR filed 2026-07-31.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 110,315 shares
    Change vs previous 13F +16,569 shares

    3.53% of the 13F portfolio, value $9,840,100.

    13F-HR 0001688931-26-000007 filed by REDW Wealth 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 93,746 shares
    Change vs previous 13F +24,851 shares

    3.17% of the 13F portfolio, value $7,953,427.

    13F-HR 0001688931-26-000005 filed by REDW Wealth 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 68,895 shares
    Change vs previous 13F +4,049 shares

    2.16% of the 13F portfolio, value $5,671,440.

    13F-HR 0001688931-26-000003 filed by REDW Wealth 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 64,846 shares
    Change vs previous 13F +18,430 shares

    1.93% of the 13F portfolio, value $5,116,335.

    13F-HR 0001688931-25-000012 filed by REDW Wealth 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 46,416 shares
    Change vs previous 13F +5,251 shares

    1.37% of the 13F portfolio, value $3,435,235.

    13F-HR 0001688931-25-000007 filed by REDW Wealth 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 41,165 shares
    Change vs previous 13F +7,885 shares

    1.02% of the 13F portfolio, value $2,728,006.

    13F-HR 0001688931-25-000005 filed by REDW Wealth 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 33,280 shares
    Change vs previous 13F -31,510 shares

    0.71% of the 13F portfolio, value $2,042,395.

    13F-HR 0001688931-25-000002 filed by REDW Wealth 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 64,790 shares
    Change vs previous 13F not available

    1.11% of the 13F portfolio, value $4,342,862.

    13F-HR 0001688931-24-000014 filed by REDW Wealth LLC
    Filed (acceptance time not in the bulk data set), ingested

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