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WMG Financial Advisors, LLC: AVDE position timeline

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

WMG Financial Advisors, LLC held 200,299 AVDE shares at 2026-06-30 per its 13F-HR filed 2026-07-23.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 200,299 shares
    Change vs previous 13F +3,989 shares

    6.73% of the 13F portfolio, value $17,866,705.

    13F-HR 0002085853-26-000819 filed by WMG Financial 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 196,310 shares
    Change vs previous 13F -18,927 shares

    6.95% of the 13F portfolio, value $16,654,943.

    13F-HR 0002085853-26-000472 filed by WMG 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 ended2025-12-31
    13F 215,237 shares
    Change vs previous 13F -1,291 shares

    7.3% of the 13F portfolio, value $17,718,339.

    13F-HR 0002085853-26-000115 filed by WMG 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 ended2025-09-30
    13F 216,528 shares
    Change vs previous 13F -5,842 shares

    5.7% of the 13F portfolio, value $17,084,082.

    13F-HR 0002085853-25-000146 filed by WMG Financial 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 222,370 shares
    Change vs previous 13F +4,842 shares

    6.09% of the 13F portfolio, value $16,457,592.

    13F-HR 0001667731-25-000945 filed by WMG Financial 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 217,528 shares
    Change vs previous 13F +8,727 shares

    6.13% of the 13F portfolio, value $14,415,573.

    13F-HR 0001667731-25-000597 filed by WMG Financial 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 208,801 shares
    Change vs previous 13F +16,750 shares

    5.52% of the 13F portfolio, value $12,814,111.

    13F-HR 0001667731-25-000213 filed by WMG Financial 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 192,051 shares
    Change vs previous 13F not available

    5.82% of the 13F portfolio, value $12,873,159.

    13F-HR 0001906711-24-000004 filed by WMG Financial Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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