Skip to content
Disclosery

ATLas Financial Planning LLC: AVLV position timeline

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

ATLas Financial Planning LLC held 110,327 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 110,327 shares
    Change vs previous 13F +6,334 shares

    8.16% of the 13F portfolio, value $10,062,937.

    13F-HR 0002110886-26-000008 filed by ATLas Financial Planning 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 103,993 shares
    Change vs previous 13F +8,401 shares

    7.52% of the 13F portfolio, value $8,382,876.

    13F-HR 0002110886-26-000007 filed by ATLas Financial Planning 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 95,592 shares
    Change vs previous 13F not available

    7.11% of the 13F portfolio, value $7,243,009.

    13F-HR 0002110886-26-000001 filed by ATLas Financial Planning LLC
    Filed (acceptance time not in the bulk data set), ingested

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