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Disclosery

WCG Wealth Advisors LLC: AVDE position timeline

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

WCG Wealth Advisors LLC held 353,800 AVDE shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 353,800 shares
    Change vs previous 13F +14,670 shares

    0.75% of the 13F portfolio, value $31,558,963.

    13F-HR 0001855713-26-000006 filed by WCG 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 339,130 shares
    Change vs previous 13F +151 shares

    0.81% of the 13F portfolio, value $28,771,727.

    13F-HR 0001855713-26-000004 filed by WCG 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 338,979 shares
    Change vs previous 13F +14,608 shares

    0.78% of the 13F portfolio, value $27,904,761.

    13F-HR 0001855713-26-000003 filed by WCG 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 324,371 shares
    Change vs previous 13F +5,547 shares

    1.6% of the 13F portfolio, value $25,592,826.

    13F-HR 0001855713-25-000008 filed by WCG 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 318,824 shares
    Change vs previous 13F +15,813 shares

    1.53% of the 13F portfolio, value $23,596,112.

    13F-HR 0001855713-25-000007 filed by WCG 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/A 303,011 shares
    Change vs previous 13F +7,537 shares

    1.53% of the 13F portfolio, value $20,080,505.

    13F-HR/A 0001855713-25-000005 filed by WCG 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 295,474 shares
    Change vs previous 13F +21,928 shares

    1.2% of the 13F portfolio, value $18,133,000.

    13F-HR 0001855713-25-000003 filed by WCG 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 273,546 shares
    Change vs previous 13F not available

    1.24% of the 13F portfolio, value $18,336,000.

    13F-HR 0001855713-24-000007 filed by WCG Wealth Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

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