Skip to content
Disclosery

CWM, LLC: AVDV position timeline

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

CWM, LLC held 162,336 AVDV shares at 2026-03-31 per its 13F-HR filed 2026-05-14.

the latest 13F is the newest step

  1. period ended2026-03-31
    13F 162,336 shares
    Change vs previous 13F +3,423 shares

    0.04% of the 13F portfolio, value $16,210,887.

    13F-HR 0001580642-26-003177 filed by CWM, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2025-12-31
    13F 158,913 shares
    Change vs previous 13F -18,919 shares

    0.04% of the 13F portfolio, value $14,933,000.

    13F-HR 0001580642-26-000404 filed by CWM, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-09-30
    13F 177,832 shares
    Change vs previous 13F +136,994 shares

    0.05% of the 13F portfolio, value $15,832,000.

    13F-HR 0001580642-25-006592 filed by CWM, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-06-30
    13F 40,838 shares
    Change vs previous 13F -1,253 shares

    0.01% of the 13F portfolio, value $3,238,000.

    13F-HR 0001580642-25-004473 filed by CWM, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-03-31
    13F 42,091 shares
    Change vs previous 13F +6,306 shares

    0.01% of the 13F portfolio, value $2,935,000.

    13F-HR 0001580642-25-002731 filed by CWM, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2024-12-31
    13F 35,785 shares
    Change vs previous 13F -12,535 shares

    0.01% of the 13F portfolio, value $2,329,000.

    13F-HR 0001580642-25-000735 filed by CWM, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-09-30
    13F 48,320 shares
    Change vs previous 13F -9,995 shares

    0.01% of the 13F portfolio, value $3,415,000.

    13F-HR 0001580642-24-006078 filed by CWM, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-06-30
    13F 58,315 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $3,788,000.

    13F-HR 0001580642-24-003600 filed by CWM, LLC
    Filed (acceptance time not in the bulk data set), ingested

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