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ShankerValleau Wealth Advisors, Inc.: AVDE position timeline

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

ShankerValleau Wealth Advisors, Inc. held 90,314 AVDE shares at 2026-06-30 per its 13F-HR filed 2026-07-09.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 90,314 shares
    Change vs previous 13F +526 shares

    2.12% of the 13F portfolio, value $8,056,009.

    13F-HR 0001903273-26-000003 filed by ShankerValleau Wealth Advisors, Inc.
    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 89,788 shares
    Change vs previous 13F -2,297 shares

    2.15% of the 13F portfolio, value $7,617,614.

    13F-HR 0001903273-26-000002 filed by ShankerValleau Wealth Advisors, Inc.
    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 92,085 shares
    Change vs previous 13F -193 shares

    2.05% of the 13F portfolio, value $7,580,437.

    13F-HR 0001903273-26-000001 filed by ShankerValleau Wealth Advisors, Inc.
    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 92,278 shares
    Change vs previous 13F +819 shares

    1.87% of the 13F portfolio, value $7,280,761.

    13F-HR 0001903273-25-000005 filed by ShankerValleau Wealth Advisors, Inc.
    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 91,459 shares
    Change vs previous 13F -3,711 shares

    1.93% of the 13F portfolio, value $6,768,906.

    13F-HR 0001903273-25-000004 filed by ShankerValleau Wealth Advisors, Inc.
    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 95,170 shares
    Change vs previous 13F -3,034 shares

    2.05% of the 13F portfolio, value $6,306,918.

    13F-HR 0001903273-25-000002 filed by ShankerValleau Wealth Advisors, Inc.
    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 98,204 shares
    Change vs previous 13F +4,334 shares

    1.94% of the 13F portfolio, value $6,026,753.

    13F-HR 0001903273-25-000001 filed by ShankerValleau Wealth Advisors, Inc.
    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 93,870 shares
    Change vs previous 13F not available

    2.14% of the 13F portfolio, value $6,292,106.

    13F-HR 0001903273-24-000005 filed by ShankerValleau Wealth Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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