Rockwood Wealth Management, LLC: AVDE position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Rockwood Wealth Management, LLC on AVDE, newest first. How the timeline and the estimate are built.
Rockwood Wealth Management, LLC held 3,165,871 AVDE shares at 2026-06-30 per its 13F-HR filed 2026-07-13.
the latest 13F is the newest step
- period ended2026-06-3013F 3,165,871 sharesChange vs previous 13F +157,756 shares
17.85% of the 13F portfolio, value $282,395,694.
13F-HR 0002085853-26-000694 filed by Rockwood 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 3,008,115 sharesChange vs previous 13F +72,655 shares
18.27% of the 13F portfolio, value $255,208,447.
13F-HR 0002085853-26-000532 filed by Rockwood 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 2,935,460 sharesChange vs previous 13F +127,137 shares
18.02% of the 13F portfolio, value $241,647,059.
13F-HR 0002085853-26-000134 filed by Rockwood 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 2,808,323 sharesChange vs previous 13F +261,405 shares
17.71% of the 13F portfolio, value $221,576,664.
13F-HR 0002085853-25-000067 filed by Rockwood 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 2,546,918 sharesChange vs previous 13F -297,602 shares
16.59% of the 13F portfolio, value $188,497,428.
13F-HR 0001667731-25-000782 filed by Rockwood 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 2,844,520 sharesChange vs previous 13F +187,487 shares
19.21% of the 13F portfolio, value $188,506,318.
13F-HR 0001667731-25-000417 filed by Rockwood 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 2,657,033 sharesChange vs previous 13F +181,222 shares
17.59% of the 13F portfolio, value $162,902,675.
13F-HR 0001667731-25-000069 filed by Rockwood 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 2,475,811 sharesChange vs previous 13F not available
18.26% of the 13F portfolio, value $165,953,597.
13F-HR 0001983670-24-000005 filed by Rockwood Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).