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Disclosery

Truepoint, Inc.: AVDV position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Truepoint, Inc. on AVDV, newest first. How the timeline and the estimate are built.

Truepoint, Inc. held 2,979 AVDV shares at 2026-06-30 per its 13F-HR filed 2026-07-31.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 2,979 shares
    Change vs previous 13F -63,770 shares

    0.01% of the 13F portfolio, value $306,992.

    13F-HR 0001765380-26-000257 filed by Truepoint, Inc.
    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 66,749 shares
    Change vs previous 13F -3,556 shares

    0.15% of the 13F portfolio, value $6,665,582.

    13F-HR 0001765380-26-000192 filed by Truepoint, Inc.
    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 70,305 shares
    Change vs previous 13F -1,466 shares

    0.15% of the 13F portfolio, value $6,606,571.

    13F-HR 0001765380-26-000107 filed by Truepoint, Inc.
    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 71,771 shares
    Change vs previous 13F +36 shares

    0.15% of the 13F portfolio, value $6,389,730.

    13F-HR 0001765380-25-000491 filed by Truepoint, Inc.
    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 71,735 shares
    Change vs previous 13F -12,061 shares

    0.14% of the 13F portfolio, value $5,687,133.

    13F-HR 0001765380-25-000316 filed by Truepoint, Inc.
    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 83,796 shares
    Change vs previous 13F -2,257 shares

    0.16% of the 13F portfolio, value $5,843,928.

    13F-HR 0001765380-25-000212 filed by Truepoint, Inc.
    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 86,053 shares
    Change vs previous 13F +4,763 shares

    0.15% of the 13F portfolio, value $5,600,359.

    13F-HR 0001765380-25-000073 filed by Truepoint, Inc.
    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 81,290 shares
    Change vs previous 13F not available

    0.15% of the 13F portfolio, value $5,744,773.

    13F-HR 0001765380-24-000441 filed by Truepoint, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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