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Vistica Wealth Advisors, LLC: AVDV position timeline

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

Vistica Wealth Advisors, LLC held 20,965 AVDV shares at 2026-06-30 per its 13F-HR filed 2026-07-27.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 20,965 shares
    Change vs previous 13F -380 shares

    1.87% of the 13F portfolio, value $2,160,485.

    13F-HR 0002109247-26-000003 filed by Vistica 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 21,345 shares
    Change vs previous 13F -1,576 shares

    2.12% of the 13F portfolio, value $2,131,535.

    13F-HR 0002109247-26-000002 filed by Vistica 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 22,921 shares
    Change vs previous 13F not available

    2.14% of the 13F portfolio, value $2,153,919.

    13F-HR 0002109247-26-000001 filed by Vistica Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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