Skip to content
Disclosery

Trademark Financial Management, LLC: AVDE position timeline

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

Trademark Financial Management, LLC held 25,569 AVDE shares at 2026-06-30 per its 13F-HR filed 2026-07-27.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 25,569 shares
    Change vs previous 13F -326 shares

    0.93% of the 13F portfolio, value $2,280,782.

    13F-HR 0002085853-26-000868 filed by Trademark Financial Management, 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 25,895 shares
    Change vs previous 13F +12,153 shares

    1.08% of the 13F portfolio, value $2,196,929.

    13F-HR 0002085853-26-000503 filed by Trademark Financial Management, 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 13,742 shares
    Change vs previous 13F +300 shares

    0.62% of the 13F portfolio, value $1,131,240.

    13F-HR 0002085853-26-000124 filed by Trademark Financial Management, 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 13,442 shares
    Change vs previous 13F +998 shares

    0.62% of the 13F portfolio, value $1,060,570.

    13F-HR 0002085853-25-000110 filed by Trademark Financial Management, 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 12,444 shares
    Change vs previous 13F +6,981 shares

    0.56% of the 13F portfolio, value $920,991.

    13F-HR 0001667731-25-001022 filed by Trademark Financial Management, 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 5,463 shares
    Change vs previous 13F -1,403 shares

    0.28% of the 13F portfolio, value $362,043.

    13F-HR 0001667731-25-000526 filed by Trademark Financial Management, 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 6,866 shares
    Change vs previous 13F -6,461 shares

    0.33% of the 13F portfolio, value $421,340.

    13F-HR 0001667731-25-000176 filed by Trademark Financial Management, 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 13,327 shares
    Change vs previous 13F not available

    0.71% of the 13F portfolio, value $893,305.

    13F-HR 0002011736-24-000003 filed by Trademark Financial Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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