Skip to content

Zhang Financial LLC: AVDE position timeline

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

Zhang Financial LLC held 475,617 AVDE shares at 2026-06-30 per its 13F-HR filed 2026-07-30.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 475,617 shares
    Change vs previous 13F +23,285 shares

    1.24% of the 13F portfolio, value $42,425,005.

    13F-HR 0001776290-26-000005 filed by Zhang Financial 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 452,332 shares
    Change vs previous 13F +50,124 shares

    1.33% of the 13F portfolio, value $38,375,864.

    13F-HR 0001776290-26-000004 filed by Zhang Financial 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 402,208 shares
    Change vs previous 13F +61,939 shares

    1.23% of the 13F portfolio, value $33,109,757.

    13F-HR 0001776290-26-000002 filed by Zhang Financial 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 340,269 shares
    Change vs previous 13F +47,505 shares

    1.09% of the 13F portfolio, value $26,847,307.

    13F-HR 0001776290-25-000006 filed by Zhang Financial 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 292,764 shares
    Change vs previous 13F +32,298 shares

    1% of the 13F portfolio, value $21,667,508.

    13F-HR 0001776290-25-000005 filed by Zhang Financial 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 260,466 shares
    Change vs previous 13F +27,533 shares

    0.91% of the 13F portfolio, value $17,261,082.

    13F-HR 0001776290-25-000002 filed by Zhang Financial 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 232,933 shares
    Change vs previous 13F +61,928 shares

    0.82% of the 13F portfolio, value $14,295,093.

    13F-HR 0001776290-25-000001 filed by Zhang Financial 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 171,005 shares
    Change vs previous 13F not available

    0.72% of the 13F portfolio, value $11,462,492.

    13F-HR 0001776290-24-000003 filed by Zhang Financial LLC
    Filed (acceptance time not in the bulk data set), ingested

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