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Disclosery

Forum Financial Management, LP: AVDV position timeline

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

Forum Financial Management, LP held 26,828 AVDV shares at 2026-06-30 per its 13F-HR filed 2026-07-23.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 26,828 shares
    Change vs previous 13F +49 shares

    0.04% of the 13F portfolio, value $2,764,649.

    13F-HR 0001911832-26-000005 filed by Forum Financial Management, 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 26,779 shares
    Change vs previous 13F -751 shares

    0.04% of the 13F portfolio, value $2,674,136.

    13F-HR 0001911832-26-000004 filed by Forum Financial Management, 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 27,530 shares
    Change vs previous 13F -2,329 shares

    0.03% of the 13F portfolio, value $2,586,969.

    13F-HR 0001911832-26-000002 filed by Forum Financial Management, 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 29,859 shares
    Change vs previous 13F +1,488 shares

    0.04% of the 13F portfolio, value $2,658,361.

    13F-HR 0001911832-25-000010 filed by Forum Financial Management, 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 28,371 shares
    Change vs previous 13F -232 shares

    0.03% of the 13F portfolio, value $2,249,278.

    13F-HR 0001911832-25-000007 filed by Forum Financial Management, 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 28,603 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $1,994,774.

    13F-HR 0001911832-25-000004 filed by Forum Financial Management, LP
    Filed (acceptance time not in the bulk data set), ingested

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