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ADAMSBROWN WEALTH CONSULTANTS LLC: AVLV position timeline

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

ADAMSBROWN WEALTH CONSULTANTS LLC held 7,261 AVLV shares at 2026-06-30 per its 13F-HR filed 2026-07-09.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 7,261 shares
    Change vs previous 13F +2,863 shares

    0.12% of the 13F portfolio, value $662,286.

    13F-HR 0001951757-26-000932 filed by ADAMSBROWN WEALTH CONSULTANTS LLC
    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 4,398 shares
    Change vs previous 13F +12 shares

    0.09% of the 13F portfolio, value $354,554.

    13F-HR 0001951757-26-000604 filed by ADAMSBROWN WEALTH CONSULTANTS LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-12-31
    13F 4,386 shares
    Change vs previous 13F +17 shares

    0.09% of the 13F portfolio, value $332,311.

    13F-HR 0001951757-26-000070 filed by ADAMSBROWN WEALTH CONSULTANTS LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-09-30
    13F 4,369 shares
    Change vs previous 13F +10 shares

    0.09% of the 13F portfolio, value $315,738.

    13F-HR 0001951757-25-001265 filed by ADAMSBROWN WEALTH CONSULTANTS LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-06-30
    13F 4,359 shares
    Change vs previous 13F +19 shares

    0.09% of the 13F portfolio, value $297,304.

    13F-HR 0001951757-25-000571 filed by ADAMSBROWN WEALTH CONSULTANTS LLC
    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 4,340 shares
    Change vs previous 13F -1,092 shares

    0.09% of the 13F portfolio, value $283,043.

    13F-HR 0001951757-25-000289 filed by ADAMSBROWN WEALTH CONSULTANTS LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-12-31
    13F 5,432 shares
    Change vs previous 13F +994 shares

    0.12% of the 13F portfolio, value $362,695.

    13F-HR 0001951757-25-000120 filed by ADAMSBROWN WEALTH CONSULTANTS LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-09-30
    13F 4,438 shares
    Change vs previous 13F not available

    0.1% of the 13F portfolio, value $292,141.

    13F-HR 0001951757-24-001009 filed by ADAMSBROWN WEALTH CONSULTANTS LLC
    Filed (acceptance time not in the bulk data set), ingested

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