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Squire Investment Management Company, LLC: AVDV position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Squire Investment Management Company, LLC on AVDV, newest first. How the timeline and the estimate are built.

Squire Investment Management Company, LLC held 206,275 AVDV shares at 2026-06-30 per its 13F-HR filed 2026-07-28.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 206,275 shares
    Change vs previous 13F +6,898 shares

    5.12% of the 13F portfolio, value $21,256,588.

    13F-HR 0001725547-26-000255 filed by Squire Investment Management Company, 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 199,377 shares
    Change vs previous 13F +10,203 shares

    5.53% of the 13F portfolio, value $19,909,816.

    13F-HR 0001725547-26-000162 filed by Squire Investment Management Company, 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 189,174 shares
    Change vs previous 13F +4,877 shares

    5.38% of the 13F portfolio, value $17,776,657.

    13F-HR 0001725547-26-000038 filed by Squire Investment Management Company, 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 184,297 shares
    Change vs previous 13F +6,690 shares

    5.34% of the 13F portfolio, value $16,407,979.

    13F-HR 0001725547-25-004121 filed by Squire Investment Management Company, 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 177,607 shares
    Change vs previous 13F +11,661 shares

    5.19% of the 13F portfolio, value $14,080,698.

    13F-HR 0001725547-25-003446 filed by Squire Investment Management Company, 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 165,946 shares
    Change vs previous 13F +30,058 shares

    4.82% of the 13F portfolio, value $11,573,058.

    13F-HR 0001725547-25-002047 filed by Squire Investment Management Company, 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 135,888 shares
    Change vs previous 13F +20,048 shares

    3.89% of the 13F portfolio, value $8,843,576.

    13F-HR 0001725547-25-000229 filed by Squire Investment Management Company, 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 115,840 shares
    Change vs previous 13F not available

    3.89% of the 13F portfolio, value $8,186,429.

    13F-HR 0001725547-24-006095 filed by Squire Investment Management Company, LLC
    Filed (acceptance time not in the bulk data set), ingested

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