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Focus Partners Wealth: AVDE position timeline

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

Focus Partners Wealth held 1,593,502 AVDE shares at 2026-06-30 per its 13F-HR filed 2026-08-12.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 1,593,502 shares
    Change vs previous 13F -68,781 shares

    0.13% of the 13F portfolio, value $142,140,480.

    13F-HR 0001542153-26-000019 filed by Focus Partners Wealth
    Filed (acceptance time not in the bulk data set), ingested

    • Focus Partners Wealth: 1,178,813 shares
    • Focus Partners Advisor Solutions, LLC: 414,689 shares

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

  2. period ended2026-03-31
    13F 1,662,283 shares
    Change vs previous 13F +596 shares

    0.15% of the 13F portfolio, value $145,937,446.

    13F-HR 0001542153-26-000015 filed by Focus Partners Wealth
    Filed (acceptance time not in the bulk data set), ingested

    • Focus Partners Wealth: 1,289,900 shares
    • Focus Partners Advisor Solutions, LLC: 372,383 shares

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

  3. period ended2025-12-31
    13F 1,661,687 shares
    Change vs previous 13F +171,802 shares

    0.14% of the 13F portfolio, value $136,790,009.

    13F-HR 0001542153-26-000005 filed by Focus Partners Wealth
    Filed (acceptance time not in the bulk data set), ingested

    • Focus Partners Wealth: 1,383,904 shares
    • Focus Partners Advisor Solutions, LLC: 277,783 shares

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

  4. period ended2025-09-30
    13F 1,489,885 shares
    Change vs previous 13F -131,702 shares

    0.17% of the 13F portfolio, value $117,613,743.

    13F-HR 0001542153-25-000006 filed by Focus Partners Wealth
    Filed (acceptance time not in the bulk data set), ingested

    • Focus Partners Wealth: 1,359,037 shares
    • Focus Partners Advisor Solutions, LLC: 130,848 shares

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

  5. period ended2025-06-30
    13F 1,621,587 shares
    Change vs previous 13F +1,185,739 shares

    0.22% of the 13F portfolio, value $120,013,677.

    13F-HR 0001085146-25-005236 filed by Focus Partners Wealth
    Filed (acceptance time not in the bulk data set), ingested

    • Focus Partners Wealth: 1,355,747 shares
    • Focus Partners Advisor Solutions, LLC: 265,840 shares

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

  6. period ended2025-03-31
    13F/A 435,848 shares
    Change vs previous 13F +72,071 shares

    0.06% of the 13F portfolio, value $28,883,741.

    13F-HR 0001085146-25-003345 filed by Focus Partners Advisor Solutions, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Focus Partners Wealth: 177,318 shares
    • Focus Partners Advisor Solutions, LLC: 258,530 shares

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

  7. period ended2024-12-31
    13F/A 363,777 shares
    Change vs previous 13F +81,598 shares

    0.05% of the 13F portfolio, value $22,325,006.

    13F-HR 0001085146-25-001729 filed by Focus Partners Advisor Solutions, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Focus Partners Wealth: 138,884 shares
    • Focus Partners Advisor Solutions, LLC: 224,893 shares

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

  8. period ended2024-09-30
    13F 282,179 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $18,914,523.

    13F-HR 0001085146-24-005963 filed by Focus Partners Advisor Solutions, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Focus Partners Wealth: 122,902 shares
    • Focus Partners Advisor Solutions, LLC: 159,277 shares

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