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Disclosery

Corient Private Wealth LP: AVDE position timeline

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

Corient Private Wealth LP held 2,271,682 AVDE shares at 2026-06-30 per its 13F-HR/A filed 2026-08-27.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F/A 2,271,682 shares
    Change vs previous 13F -2,727,581 shares

    0.28% of the 13F portfolio, value $202,634,031.

    13F-HR/A 0001948780-26-000011 filed by Corient Private Wealth LP
    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 4,999,263 shares
    Change vs previous 13F +614,565 shares

    0.61% of the 13F portfolio, value $424,112,820.

    13F-HR 0001948780-26-000005 filed by Corient Private Wealth LP
    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/A 4,384,698 shares
    Change vs previous 13F +779,001 shares

    0.49% of the 13F portfolio, value $360,949,834.

    13F-HR/A 0001948780-26-000003 filed by Corient Private Wealth LP
    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 3,605,697 shares
    Change vs previous 13F -441,524 shares

    0.45% of the 13F portfolio, value $284,489,514.

    13F-HR 0001172661-25-004956 filed by Corient Private Wealth LP
    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/A 4,047,221 shares
    Change vs previous 13F +160,658 shares

    0.4% of the 13F portfolio, value $299,534,844.

    13F-HR/A 0001172661-25-004142 filed by Corient Private Wealth LP
    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 3,886,563 shares
    Change vs previous 13F +501,912 shares

    0.42% of the 13F portfolio, value $257,562,681.

    13F-HR 0001172661-25-001832 filed by Corient Private Wealth LP
    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 3,384,651 shares
    Change vs previous 13F +450,656 shares

    0.34% of the 13F portfolio, value $207,716,165.

    13F-HR 0001172661-25-000608 filed by Corient Private Wealth LP
    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 2,933,995 shares
    Change vs previous 13F not available

    0.31% of the 13F portfolio, value $196,665,669.

    13F-HR 0001172661-24-004574 filed by Corient Private Wealth LP
    Filed (acceptance time not in the bulk data set), ingested

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