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Trellis Wealth Advisors LLC: AVDE position timeline

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

Trellis Wealth Advisors LLC held 250,006 AVDE shares at 2026-06-30 per its 13F-HR filed 2026-07-15.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 250,006 shares
    Change vs previous 13F +2,015 shares

    7.66% of the 13F portfolio, value $22,300,571.

    13F-HR 0001172661-26-002620 filed by Trellis 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 247,991 shares
    Change vs previous 13F -3,720 shares

    8.01% of the 13F portfolio, value $21,039,541.

    13F-HR 0001172661-26-001493 filed by Trellis 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 251,711 shares
    Change vs previous 13F -5,397 shares

    8.1% of the 13F portfolio, value $20,720,869.

    13F-HR 0001172661-26-000309 filed by Trellis 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 257,108 shares
    Change vs previous 13F -8,061 shares

    8.26% of the 13F portfolio, value $20,285,787.

    13F-HR 0001172661-25-004519 filed by Trellis 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 265,169 shares
    Change vs previous 13F +3,500 shares

    8.54% of the 13F portfolio, value $19,625,184.

    13F-HR 0001172661-25-002659 filed by Trellis 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 261,669 shares
    Change vs previous 13F +2,034 shares

    8.42% of the 13F portfolio, value $17,340,788.

    13F-HR 0001172661-25-001541 filed by Trellis 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 259,635 shares
    Change vs previous 13F +5,075 shares

    8.01% of the 13F portfolio, value $15,933,802.

    13F-HR 0001172661-25-000476 filed by Trellis Wealth Advisors 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 254,560 shares
    Change vs previous 13F not available

    8.54% of the 13F portfolio, value $17,063,137.

    13F-HR 0001172661-24-004322 filed by Trellis Wealth Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

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