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Disclosery

Stone Summit Wealth LLC: AVDV position timeline

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

Stone Summit Wealth LLC held 51,721 AVDV shares at 2026-06-30 per its 13F-HR filed 2026-07-23.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 51,721 shares
    Change vs previous 13F -1,194 shares

    1.35% of the 13F portfolio, value $5,329,849.

    13F-HR 0001754960-26-000614 filed by Stone Summit 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 52,915 shares
    Change vs previous 13F -1,151 shares

    1.47% of the 13F portfolio, value $5,284,092.

    13F-HR 0002085853-26-000460 filed by Stone Summit 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 54,066 shares
    Change vs previous 13F +674 shares

    1.38% of the 13F portfolio, value $5,080,582.

    13F-HR 0002085853-26-000102 filed by Stone Summit 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 53,392 shares
    Change vs previous 13F +1,466 shares

    1.35% of the 13F portfolio, value $4,753,490.

    13F-HR 0002085853-25-000137 filed by Stone Summit 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 51,926 shares
    Change vs previous 13F -4,800 shares

    1.28% of the 13F portfolio, value $4,116,723.

    13F-HR 0001667731-25-000854 filed by Stone Summit 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 56,726 shares
    Change vs previous 13F +144 shares

    1.34% of the 13F portfolio, value $3,956,056.

    13F-HR 0001667731-25-000518 filed by Stone Summit Wealth 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 56,582 shares
    Change vs previous 13F -1,457 shares

    1.24% of the 13F portfolio, value $3,682,343.

    13F-HR 0001667731-25-000149 filed by Stone Summit Wealth 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 58,039 shares
    Change vs previous 13F not available

    1.32% of the 13F portfolio, value $4,101,616.

    13F-HR 0001908192-24-000004 filed by Stone Summit Wealth LLC
    Filed (acceptance time not in the bulk data set), ingested

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