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Disclosery

True Wealth Design, LLC: AVDE position timeline

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

True Wealth Design, LLC held 59,730 AVDE shares at 2026-06-30 per its 13F-HR filed 2026-07-16.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 59,730 shares
    Change vs previous 13F -700 shares

    1.27% of the 13F portfolio, value $5,327,916.

    13F-HR 0001966033-26-000004 filed by True Wealth Design, 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 60,430 shares
    Change vs previous 13F +61 shares

    1.42% of the 13F portfolio, value $5,126,882.

    13F-HR 0001966033-26-000003 filed by True Wealth Design, 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 60,369 shares
    Change vs previous 13F -3,943 shares

    1.46% of the 13F portfolio, value $4,969,577.

    13F-HR 0001966033-26-000001 filed by True Wealth Design, 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 64,312 shares
    Change vs previous 13F -2,593 shares

    1.55% of the 13F portfolio, value $5,074,217.

    13F-HR 0001966033-25-000008 filed by True Wealth Design, 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 66,905 shares
    Change vs previous 13F +2,635 shares

    1.74% of the 13F portfolio, value $4,951,640.

    13F-HR 0001966033-25-000004 filed by True Wealth Design, 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 64,270 shares
    Change vs previous 13F -2,422 shares

    1.62% of the 13F portfolio, value $4,259,173.

    13F-HR 0001966033-25-000003 filed by True Wealth Design, 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 66,692 shares
    Change vs previous 13F +13,493 shares

    1.59% of the 13F portfolio, value $4,092,889.

    13F-HR 0001966033-25-000001 filed by True Wealth Design, 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 53,199 shares
    Change vs previous 13F not available

    1.39% of the 13F portfolio, value $3,565,929.

    13F-HR 0001966033-24-000005 filed by True Wealth Design, LLC
    Filed (acceptance time not in the bulk data set), ingested

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