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WR Wealth Planners, LLC: AVDE position timeline

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

WR Wealth Planners, LLC held 264,535 AVDE shares at 2024-12-31 per its 13F-HR filed 2025-02-05.

the latest 13F is the newest step

  1. period ended2024-12-31
    13F 264,535 shares
    Change vs previous 13F +16,966 shares

    5.22% of the 13F portfolio, value $16,234,488.

    13F-HR 0002031978-25-000001 filed by WR Wealth Planners, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2024-09-30
    13F 247,569 shares
    Change vs previous 13F +52,759 shares

    4.62% of the 13F portfolio, value $16,594,520.

    13F-HR 0002031978-24-000010 filed by WR Wealth Planners, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2024-06-30
    13F 194,810 shares
    Change vs previous 13F -7,227 shares

    3.7% of the 13F portfolio, value $12,128,891.

    13F-HR 0002031978-24-000004 filed by WR Wealth Planners, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2024-03-31
    13F 202,037 shares
    Change vs previous 13F -2,152 shares

    4% of the 13F portfolio, value $12,877,860.

    13F-HR 0002031978-24-000003 filed by WR Wealth Planners, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2023-12-31
    13F 204,189 shares
    Change vs previous 13F -188 shares

    4.59% of the 13F portfolio, value $12,339,144.

    13F-HR 0002031978-24-000001 filed by WR Wealth Planners, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2023-09-30
    13F 204,377 shares
    Change vs previous 13F +121 shares

    4.33% of the 13F portfolio, value $11,373,599.

    13F-HR 0002031978-24-000007 filed by WR Wealth Planners, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2023-06-30
    13F 204,256 shares
    Change vs previous 13F +16,103 shares

    4.54% of the 13F portfolio, value $11,724,281.

    13F-HR 0002031978-24-000006 filed by WR Wealth Planners, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2023-03-31
    13F 188,153 shares
    Change vs previous 13F not available

    4.64% of the 13F portfolio, value $10,730,368.

    13F-HR 0002031978-24-000005 filed by WR Wealth Planners, LLC
    Filed (acceptance time not in the bulk data set), ingested

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