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Valued Wealth Advisors LLC: AVDE position timeline

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

Valued Wealth Advisors LLC held 48,178 AVDE shares at 2026-06-30 per its 13F-HR filed 2026-07-21.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 48,178 shares
    Change vs previous 13F +4,647 shares

    1.56% of the 13F portfolio, value $4,297,452.

    13F-HR 0002007175-26-000004 filed by Valued 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 43,531 shares
    Change vs previous 13F -14,369 shares

    1.5% of the 13F portfolio, value $3,693,189.

    13F-HR 0002007175-26-000002 filed by Valued 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 57,900 shares
    Change vs previous 13F -1,177 shares

    2.1% of the 13F portfolio, value $4,766,296.

    13F-HR 0002007175-26-000001 filed by Valued 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 59,077 shares
    Change vs previous 13F -1,028 shares

    2.16% of the 13F portfolio, value $4,661,154.

    13F-HR 0002007175-25-000007 filed by Valued 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 60,105 shares
    Change vs previous 13F +5,919 shares

    2.32% of the 13F portfolio, value $4,448,404.

    13F-HR 0002007175-25-000006 filed by Valued 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 54,186 shares
    Change vs previous 13F +1,601 shares

    2.16% of the 13F portfolio, value $3,590,937.

    13F-HR 0002007175-25-000003 filed by Valued 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 52,585 shares
    Change vs previous 13F +791 shares

    2.02% of the 13F portfolio, value $3,227,172.

    13F-HR 0002007175-25-000002 filed by Valued 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 51,794 shares
    Change vs previous 13F not available

    2.25% of the 13F portfolio, value $3,471,744.

    13F-HR 0002007175-24-000004 filed by Valued Wealth Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

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