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TrustWell Financial Advisors, LLC: AVDV position timeline

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

TrustWell Financial Advisors, LLC held 28,059 AVDV shares at 2026-09-30 per its 13F-HR filed 2026-10-15.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 28,059 shares
    Change vs previous 13F -450 shares

    2.61% of the 13F portfolio, value $3,069,142.

    13F-HR 0002133429-26-000005 filed by TrustWell Financial Advisors, LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 28,509 shares
    Change vs previous 13F -17,189 shares

    2.49% of the 13F portfolio, value $2,937,882.

    13F-HR 0002133429-26-000004 filed by TrustWell Financial 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 ended2026-03-31
    13F 45,698 shares
    Change vs previous 13F -801 shares

    4.29% of the 13F portfolio, value $4,563,405.

    13F-HR 0002133429-26-000002 filed by TrustWell Financial 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 ended2025-12-31
    13F 46,499 shares
    Change vs previous 13F not available

    4.22% of the 13F portfolio, value $4,369,496.

    13F-HR 0002133429-26-000001 filed by TrustWell Financial Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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