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Disclosery

Simplicity Wealth,LLC: AVDS position timeline

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

Simplicity Wealth,LLC held 89,311 AVDS shares at 2026-06-30 per its 13F-HR filed 2026-08-06.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 89,311 shares
    Change vs previous 13F +3,680 shares

    0.23% of the 13F portfolio, value $6,721,563.

    13F-HR 0001062993-26-004075 filed by Simplicity 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 85,631 shares
    Change vs previous 13F -1,032 shares

    0.35% of the 13F portfolio, value $6,152,588.

    13F-HR 0001062993-26-002226 filed by Simplicity 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 86,663 shares
    Change vs previous 13F +4,514 shares

    0.36% of the 13F portfolio, value $6,049,918.

    13F-HR 0001062993-26-000496 filed by Simplicity 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 82,149 shares
    Change vs previous 13F -82,891 shares

    0.32% of the 13F portfolio, value $5,549,529.

    13F-HR 0001062993-25-016389 filed by Simplicity 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 165,040 shares
    Change vs previous 13F +87,610 shares

    0.43% of the 13F portfolio, value $10,266,622.

    13F-HR 0001062993-25-013037 filed by Simplicity 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 77,430 shares
    Change vs previous 13F not available

    0.33% of the 13F portfolio, value $4,204,449.

    13F-HR 0001062993-25-007473 filed by Simplicity Wealth,LLC
    Filed (acceptance time not in the bulk data set), ingested

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