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Allodium Investment Consultants, LLC: AVSF position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Allodium Investment Consultants, LLC on AVSF, newest first. How the timeline and the estimate are built.

Allodium Investment Consultants, LLC held 117,456 AVSF shares at 2026-09-30 per its 13F-HR filed 2026-10-14.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 117,456 shares
    Change vs previous 13F +17,793 shares

    2.2% of the 13F portfolio, value $5,357,764.

    13F-HR 0002052983-26-000005 filed by Allodium Investment Consultants, LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 99,663 shares
    Change vs previous 13F +10,269 shares

    1.97% of the 13F portfolio, value $4,641,096.

    13F-HR 0002052983-26-000003 filed by Allodium Investment 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 ended2026-03-31
    13F 89,394 shares
    Change vs previous 13F +38,910 shares

    2% of the 13F portfolio, value $4,183,645.

    13F-HR 0002052983-26-000002 filed by Allodium Investment 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 ended2025-12-31
    13F 50,484 shares
    Change vs previous 13F +15,006 shares

    1.2% of the 13F portfolio, value $2,377,037.

    13F-HR 0002052983-26-000001 filed by Allodium Investment 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 ended2025-09-30
    13F 35,478 shares
    Change vs previous 13F +2,900 shares

    0.95% of the 13F portfolio, value $1,675,062.

    13F-HR 0001085146-25-005876 filed by Allodium Investment 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 ended2025-06-30
    13F 32,578 shares
    Change vs previous 13F +2,163 shares

    0.97% of the 13F portfolio, value $1,532,122.

    13F-HR 0001085146-25-004516 filed by Allodium Investment 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 ended2025-03-31
    13F 30,415 shares
    Change vs previous 13F +6,359 shares

    1.05% of the 13F portfolio, value $1,421,574.

    13F-HR 0001085146-25-002299 filed by Allodium Investment 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 ended2024-12-31
    13F 24,056 shares
    Change vs previous 13F not available

    0.93% of the 13F portfolio, value $1,109,951.

    13F-HR 0001085146-25-000737 filed by Allodium Investment Consultants, LLC
    Filed (acceptance time not in the bulk data set), ingested

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