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AGH Wealth Advisors, LLC: AVLV position timeline

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

AGH Wealth Advisors, LLC held 19,921 AVLV shares at 2026-06-30 per its 13F-HR filed 2026-07-22.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 19,921 shares
    Change vs previous 13F +752 shares

    1.15% of the 13F portfolio, value $1,818,296.

    13F-HR 0002061010-26-000003 filed by AGH Wealth Advisors, 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 19,169 shares
    Change vs previous 13F -612 shares

    1.14% of the 13F portfolio, value $1,546,560.

    13F-HR 0002061010-26-000002 filed by AGH Wealth Advisors, 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 19,781 shares
    Change vs previous 13F +273 shares

    1.13% of the 13F portfolio, value $1,500,144.

    13F-HR 0002061010-26-000001 filed by AGH Wealth Advisors, 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 19,508 shares
    Change vs previous 13F +1,356 shares

    1.03% of the 13F portfolio, value $1,410,963.

    13F-HR 0002061010-25-000002 filed by AGH Wealth Advisors, 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 18,152 shares
    Change vs previous 13F -12,706 shares

    1.02% of the 13F portfolio, value $1,239,341.

    13F-HR 0001085146-25-004521 filed by AGH Wealth Advisors, 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 30,858 shares
    Change vs previous 13F -9,523 shares

    1.94% of the 13F portfolio, value $2,013,258.

    13F-HR 0001085146-25-002056 filed by AGH Wealth Advisors, 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 40,381 shares
    Change vs previous 13F not available

    2.5% of the 13F portfolio, value $2,696,292.

    13F-HR 0001085146-25-001890 filed by AGH Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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