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Disclosery

WorthPointe, LLC: AVDV position timeline

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

WorthPointe, LLC held 36,877 AVDV shares at 2026-06-30 per its 13F-HR filed 2026-07-31.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 36,877 shares
    Change vs previous 13F +3,783 shares

    0.96% of the 13F portfolio, value $3,800,209.

    13F-HR 0001172661-26-002988 filed by WorthPointe, 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 33,094 shares
    Change vs previous 13F +8,982 shares

    0.9% of the 13F portfolio, value $3,304,789.

    13F-HR 0001172661-26-001733 filed by WorthPointe, 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 24,112 shares
    Change vs previous 13F +7,380 shares

    0.6% of the 13F portfolio, value $2,265,797.

    13F-HR 0001172661-26-000300 filed by WorthPointe, 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 16,732 shares
    Change vs previous 13F +630 shares

    0.56% of the 13F portfolio, value $1,489,690.

    13F-HR 0001172661-25-004324 filed by WorthPointe, 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 16,102 shares
    Change vs previous 13F -530 shares

    0.54% of the 13F portfolio, value $1,276,564.

    13F-HR 0001172661-25-002895 filed by WorthPointe, 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 16,632 shares
    Change vs previous 13F +350 shares

    0.53% of the 13F portfolio, value $1,159,886.

    13F-HR 0001172661-25-001581 filed by WorthPointe, 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 16,282 shares
    Change vs previous 13F +606 shares

    0.44% of the 13F portfolio, value $1,059,626.

    13F-HR 0001172661-25-000667 filed by WorthPointe, 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 15,676 shares
    Change vs previous 13F not available

    0.47% of the 13F portfolio, value $1,107,818.

    13F-HR 0001172661-24-004676 filed by WorthPointe, LLC
    Filed (acceptance time not in the bulk data set), ingested

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