Hapanowicz & Associates Financial Services, Inc AVDX holdings history
AVIDXCHANGE HOLDINGS INC · CUSIP 05368X102 · CIK 1695959
As of 2025-03-31, Hapanowicz & Associates Financial Services, Inc reported 196.91K AVDX (shares), valued at $1.67M, or 0.93% of its reported non-derivative portfolio. Filed 2025-04-28.
Verify history & sources →Shares unchanged; reported value decreased 17.99%, and weight changed -0.09 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds.
Left: % · Right: Shares · Independently scaled axes
Exact data and methodology
Axes scale independently; a crossing does not mean equal values. Weight uses each quarter's total reported non-derivative value. Same CUSIP; missing quarters are gaps, not zero. Revised history may include later disclosures.
| Quarter | Weight | Quantity | Source |
|---|---|---|---|
| Q2 2026 | Not reported | Not reported | — |
| Q1 2026 | Not reported | Not reported | — |
| Q4 2025 | Not reported | Not reported | — |
| Q3 2025 | Not reported | Not reported | — |
| Q2 2025 | Not reported | Not reported | — |
| Q1 2025 | 0.93% | 196,912 | SEC filing ↗Filed Apr 28, 2025 |
| Q4 2024 | 1.02% | 196,912 | SEC filing ↗Filed Feb 3, 2025 |
| Q3 2024 | 0.80% | 196,912 | SEC filing ↗Filed Oct 30, 2024 |
| Q2 2024 | 1.36% | 196,912 | SEC filing ↗Filed Jul 26, 2024 |
| Q1 2024 | 1.48% | 196,912 | SEC filing ↗Filed May 8, 2024 |
| Q4 2023 | 1.50% | 196,912 | SEC filing ↗Filed Jan 31, 2024 |
| Q3 2023 | 1.33% | 196,912 | SEC filing ↗Filed Oct 26, 2023 |
History & evidence by quarter
| Quarter | Weight | Quantity | Value | Change explained | Source |
|---|---|---|---|---|---|
| Q3 2023 | 1.33% | 196,912 | $1.87M | The prior quarter is outside the free window. Sign in for the comparison. | SEC filing ↗ Filed Oct 26, 2023 |
| Q4 2023 | 1.50% | 196,912 | $2.44M | Shares unchanged; reported value increased 30.70%, and weight changed +0.17 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jan 31, 2024 |
| Q1 2024 | 1.48% | 196,912 | $2.59M | Shares unchanged; reported value increased 6.13%, and weight changed -0.02 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed May 8, 2024 |
| Q2 2024 | 1.36% | 196,912 | $2.37M | Shares unchanged; reported value decreased 8.29%, and weight changed -0.12 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jul 26, 2024 |
| Q3 2024 | 0.80% | 196,912 | $1.60M | Shares unchanged; reported value decreased 32.75%, and weight changed -0.56 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Oct 30, 2024 |
| Q4 2024 | 1.02% | 196,912 | $2.04M | Shares unchanged; reported value increased 27.50%, and weight changed +0.22 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Feb 3, 2025 |
| Q1 2025 | 0.93% | 196,912 | $1.67M | Shares unchanged; reported value decreased 17.99%, and weight changed -0.09 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Apr 28, 2025 |
| Q2 2025 | Not reported | — | — | This security is absent from this quarter's filing; a missing record is not treated as zero holdings. | — |
| Q3 2025 | Not reported | — | — | This security is absent from this quarter's filing; a missing record is not treated as zero holdings. | — |
| Q4 2025 | Not reported | — | — | This security is absent from this quarter's filing; a missing record is not treated as zero holdings. | — |
| Q1 2026 | Not reported | — | — | This security is absent from this quarter's filing; a missing record is not treated as zero holdings. | — |
| Q2 2026 | Not reported | — | — | This security is absent from this quarter's filing; a missing record is not treated as zero holdings. | — |
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Figures are as reported to the SEC and merged with later amendments where Akkru could match them. Preview limits apply to what is listed, not to the totals, which come from the complete reported data. Nothing is zero-filled: a missing quarter or month is shown as missing.