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Austin Wealth Management, LLC: AVLV position timeline

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

Austin Wealth Management, LLC held 267,001 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 267,001 shares
    Change vs previous 13F +1,472 shares

    5.17% of the 13F portfolio, value $24,470,622.

    13F-HR 0002003112-26-000007 filed by Austin Wealth Management, 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 265,529 shares
    Change vs previous 13F -83,566 shares

    4.91% of the 13F portfolio, value $21,630,007.

    13F-HR 0002003112-26-000004 filed by Austin Wealth Management, 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 349,095 shares
    Change vs previous 13F +17,930 shares

    4.05% of the 13F portfolio, value $27,383,021.

    13F-HR 0002003112-26-000001 filed by Austin Wealth Management, 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 331,165 shares
    Change vs previous 13F +19,210 shares

    3.74% of the 13F portfolio, value $23,850,489.

    13F-HR 0002003112-25-000004 filed by Austin Wealth Management, 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 311,955 shares
    Change vs previous 13F +93,971 shares

    3.85% of the 13F portfolio, value $21,640,334.

    13F-HR 0001085146-25-004694 filed by Austin Wealth Management, 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 217,984 shares
    Change vs previous 13F +27,908 shares

    2.73% of the 13F portfolio, value $13,602,219.

    13F-HR 0001085146-25-002519 filed by Austin Wealth Management, 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 190,076 shares
    Change vs previous 13F +18,202 shares

    2.73% of the 13F portfolio, value $13,185,599.

    13F-HR 0001085146-25-000924 filed by Austin Wealth Management, 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 171,874 shares
    Change vs previous 13F not available

    2.47% of the 13F portfolio, value $11,259,441.

    13F-HR 0001085146-24-005175 filed by Austin Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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