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Disclosery

Schulz Wealth, LTD.: AVDV position timeline

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

Schulz Wealth, LTD. held 103,193 AVDV shares at 2026-06-30 per its 13F-HR filed 2026-08-26.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 103,193 shares
    Change vs previous 13F +18,694 shares

    5.49% of the 13F portfolio, value $10,634,020.

    13F-HR 0002011780-26-000002 filed by Schulz Wealth, LTD.
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2025-12-31
    13F 84,499 shares
    Change vs previous 13F +2,027 shares

    5.09% of the 13F portfolio, value $7,940,405.

    13F-HR 0002011780-26-000001 filed by Schulz Wealth, LTD.
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-09-30
    13F 82,472 shares
    Change vs previous 13F +15,758 shares

    4.85% of the 13F portfolio, value $7,342,482.

    13F-HR 0002011780-25-000005 filed by Schulz Wealth, LTD.
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-06-30
    13F 66,714 shares
    Change vs previous 13F +8,600 shares

    3.95% of the 13F portfolio, value $5,289,086.

    13F-HR 0002011780-25-000004 filed by Schulz Wealth, LTD.
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-03-31
    13F 58,114 shares
    Change vs previous 13F +4,903 shares

    3.09% of the 13F portfolio, value $4,052,870.

    13F-HR 0002011780-25-000002 filed by Schulz Wealth, LTD.
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2024-12-31
    13F 53,211 shares
    Change vs previous 13F +2,301 shares

    2.66% of the 13F portfolio, value $3,462,972.

    13F-HR 0002011780-25-000001 filed by Schulz Wealth, LTD.
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-09-30
    13F 50,910 shares
    Change vs previous 13F not available

    2.78% of the 13F portfolio, value $3,597,810.

    13F-HR 0002011780-24-000005 filed by Schulz Wealth, LTD.
    Filed (acceptance time not in the bulk data set), ingested

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