Skip to content
Disclosery

Yardley Wealth Management LLC: AVDE position timeline

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

Yardley Wealth Management LLC held 319,168 AVDE shares at 2026-06-30 per its 13F-HR filed 2026-07-16.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 319,168 shares
    Change vs previous 13F +14,224 shares

    12.93% of the 13F portfolio, value $28,469,768.

    13F-HR 0002044323-26-000003 filed by Yardley Wealth Management 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 304,944 shares
    Change vs previous 13F +4,694 shares

    13.26% of the 13F portfolio, value $25,871,466.

    13F-HR 0002044323-26-000002 filed by Yardley Wealth Management 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 300,250 shares
    Change vs previous 13F -3,982 shares

    13.14% of the 13F portfolio, value $24,716,606.

    13F-HR 0002044323-26-000001 filed by Yardley Wealth Management 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 304,232 shares
    Change vs previous 13F -31,155 shares

    13.41% of the 13F portfolio, value $24,003,921.

    13F-HR 0002044323-25-000007 filed by Yardley Wealth Management 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 335,387 shares
    Change vs previous 13F -8,310 shares

    13.57% of the 13F portfolio, value $24,822,000.

    13F-HR 0002044323-25-000004 filed by Yardley Wealth Management 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 343,697 shares
    Change vs previous 13F -41,494 shares

    13.42% of the 13F portfolio, value $22,777,000.

    13F-HR 0002044323-25-000003 filed by Yardley Wealth Management 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 385,191 shares
    Change vs previous 13F +59,190 shares

    11.61% of the 13F portfolio, value $23,901,000.

    13F-HR 0002044323-25-000001 filed by Yardley Wealth Management 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 326,001 shares
    Change vs previous 13F not available

    12.96% of the 13F portfolio, value $21,852,000.

    13F-HR 0002044323-24-000001 filed by Yardley Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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