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Disclosery

Advantage Trust Co: AVLV position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Advantage Trust Co on AVLV, newest first. How the timeline and the estimate are built.

Advantage Trust Co held 222,996 AVLV shares at 2026-06-30 per its 13F-HR filed 2026-07-17.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 222,996 shares
    Change vs previous 13F +11,449 shares

    7.16% of the 13F portfolio, value $20,339,465.

    13F-HR 0002009346-26-000004 filed by Advantage Trust Co
    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 211,547 shares
    Change vs previous 13F +7,013 shares

    7.64% of the 13F portfolio, value $17,052,804.

    13F-HR 0002009346-26-000002 filed by Advantage Trust Co
    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 204,534 shares
    Change vs previous 13F +51,604 shares

    6.98% of the 13F portfolio, value $15,497,541.

    13F-HR 0002009346-26-000001 filed by Advantage Trust Co
    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 152,930 shares
    Change vs previous 13F +14,413 shares

    4.99% of the 13F portfolio, value $11,050,722.

    13F-HR 0002009346-25-000009 filed by Advantage Trust Co
    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 138,517 shares
    Change vs previous 13F +4,383 shares

    4.65% of the 13F portfolio, value $9,448,245.

    13F-HR 0002009346-25-000006 filed by Advantage Trust Co
    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 134,134 shares
    Change vs previous 13F +23,688 shares

    5.3% of the 13F portfolio, value $8,746,878.

    13F-HR 0002009346-25-000004 filed by Advantage Trust Co
    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 110,446 shares
    Change vs previous 13F +47,054 shares

    4.34% of the 13F portfolio, value $7,374,479.

    13F-HR 0002009346-25-000001 filed by Advantage Trust Co
    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 63,392 shares
    Change vs previous 13F not available

    2.83% of the 13F portfolio, value $4,173,096.

    13F-HR 0002009346-24-000004 filed by Advantage Trust Co
    Filed (acceptance time not in the bulk data set), ingested

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