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
- period ended2026-06-3013F 475,617 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 452,332 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 402,208 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 340,269 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 292,764 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 260,466 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 232,933 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 171,005 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).