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Trace Wealth Advisors, LLC: AVDE position timeline

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

Trace Wealth Advisors, LLC held 120,786 AVDE 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 120,786 shares
    Change vs previous 13F +5,095 shares

    7.05% of the 13F portfolio, value $10,774,085.

    13F-HR 0001172661-26-002857 filed by Trace Wealth Advisors, 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 115,691 shares
    Change vs previous 13F -3,960 shares

    7.36% of the 13F portfolio, value $9,815,200.

    13F-HR 0001172661-26-001853 filed by Trace Wealth Advisors, 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 119,651 shares
    Change vs previous 13F +45 shares

    7.12% of the 13F portfolio, value $9,849,646.

    13F-HR 0001172661-26-000702 filed by Trace Wealth Advisors, 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 119,606 shares
    Change vs previous 13F +1,795 shares

    7.05% of the 13F portfolio, value $9,436,890.

    13F-HR 0001172661-25-004589 filed by Trace Wealth Advisors, 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 117,811 shares
    Change vs previous 13F -850 shares

    7.12% of the 13F portfolio, value $8,719,171.

    13F-HR 0001172661-25-003538 filed by Trace Wealth Advisors, 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 118,661 shares
    Change vs previous 13F +4,735 shares

    7.01% of the 13F portfolio, value $7,863,645.

    13F-HR 0001172661-25-002188 filed by Trace Wealth Advisors, 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 113,926 shares
    Change vs previous 13F not available

    6.27% of the 13F portfolio, value $6,991,621.

    13F-HR 0001172661-25-001111 filed by Trace Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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