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Disclosery

WMS Partners, LLC: AVDE position timeline

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

WMS Partners, LLC held 0 AVDE shares at 2025-03-31 per its 13F-HR filed 2025-05-07.

the latest 13F is the newest step

  1. period ended2025-03-31
    13F 0 shares
    Change vs previous 13F -1,981,582 shares

    13F-HR 0001480916-25-000003 filed by WMS Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

    Exited: the 13F for this period no longer lists the position.

  2. period ended2024-12-31
    13F 1,981,582 shares
    Change vs previous 13F +126,131 shares

    6.81% of the 13F portfolio, value $121,609,669.

    13F-HR 0001480916-25-000002 filed by WMS Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2024-09-30
    13F 1,855,451 shares
    Change vs previous 13F +117,291 shares

    6.97% of the 13F portfolio, value $124,370,906.

    13F-HR 0001480916-24-000006 filed by WMS Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2024-06-30
    13F 1,738,160 shares
    Change vs previous 13F +9,574 shares

    6.92% of the 13F portfolio, value $108,217,812.

    13F-HR 0001480916-24-000004 filed by WMS Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2024-03-31
    13F 1,728,586 shares
    Change vs previous 13F +59,930 shares

    7.56% of the 13F portfolio, value $110,180,098.

    13F-HR 0001480916-24-000003 filed by WMS Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2023-12-31
    13F 1,668,656 shares
    Change vs previous 13F not available

    7.42% of the 13F portfolio, value $100,836,908.

    13F-HR 0001480916-24-000001 filed by WMS Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

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