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Yardley Wealth Management LLC: AVGE position timeline

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

Yardley Wealth Management LLC held 33,830 AVGE 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 33,830 shares
    Change vs previous 13F +309 shares

    1.52% of the 13F portfolio, value $3,352,553.

    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 33,521 shares
    Change vs previous 13F +3,406 shares

    1.51% of the 13F portfolio, value $2,950,519.

    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 30,115 shares
    Change vs previous 13F +3,350 shares

    1.38% of the 13F portfolio, value $2,587,180.

    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 26,765 shares
    Change vs previous 13F +1,282 shares

    1.25% of the 13F portfolio, value $2,232,469.

    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 25,483 shares
    Change vs previous 13F +2,322 shares

    1.08% of the 13F portfolio, value $1,974,000.

    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 23,161 shares
    Change vs previous 13F +2,533 shares

    0.97% of the 13F portfolio, value $1,649,000.

    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 20,628 shares
    Change vs previous 13F +144 shares

    0.73% of the 13F portfolio, value $1,493,000.

    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 20,484 shares
    Change vs previous 13F not available

    0.9% of the 13F portfolio, value $1,513,000.

    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).