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TFO Wealth Partners, LLC: AVDE position timeline

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

TFO Wealth Partners, LLC held 39,524 AVDE shares at 2026-06-30 per its 13F-HR filed 2026-08-10.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 39,524 shares
    Change vs previous 13F +10,593 shares

    0.38% of the 13F portfolio, value $3,525,555.

    13F-HR 0001698750-26-000003 filed by TFO Wealth Partners, 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 28,931 shares
    Change vs previous 13F +19,087 shares

    0.33% of the 13F portfolio, value $2,454,509.

    13F-HR 0001698750-26-000002 filed by TFO Wealth Partners, 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 9,844 shares
    Change vs previous 13F +5 shares

    0.12% of the 13F portfolio, value $810,396.

    13F-HR 0001698750-26-000001 filed by TFO Wealth Partners, 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 9,839 shares
    Change vs previous 13F +4,622 shares

    0.13% of the 13F portfolio, value $776,265.

    13F-HR 0001698750-25-000005 filed by TFO Wealth Partners, 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 5,217 shares
    Change vs previous 13F not available

    0.07% of the 13F portfolio, value $386,080.

    13F-HR 0001085146-25-004675 filed by TFO Wealth Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

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