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AVAII WEALTH MANAGEMENT, LLC: HLF position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of AVAII WEALTH MANAGEMENT, LLC on HLF, newest first. How the timeline and the estimate are built.

AVAII WEALTH MANAGEMENT, LLC held 36,572 HLF shares at 2026-09-30 per its 13F-HR filed 2026-10-09.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 36,572 shares
    Change vs previous 13F +36,572 shares

    0.13% of the 13F portfolio, value $459,348.

    13F-HR 0001951757-26-001655 filed by AVAII WEALTH MANAGEMENT, LLC
    Accepted , ingested

  2. period ended2026-03-31
    13F 0 shares
    Change vs previous 13F -43,570 shares

    13F-HR 0001951757-26-000654 filed by AVAII WEALTH MANAGEMENT, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

    Exited: the 13F for this period no longer lists the position.

  3. period ended2025-12-31
    13F 43,570 shares
    Change vs previous 13F -17,491 shares

    0.2% of the 13F portfolio, value $561,614.

    13F-HR 0001951757-26-000068 filed by AVAII 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 61,061 shares
    Change vs previous 13F -1,419 shares

    0.2% of the 13F portfolio, value $515,353.

    13F-HR 0001951757-25-001183 filed by AVAII 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 62,480 shares
    Change vs previous 13F +1,644 shares

    0.24% of the 13F portfolio, value $538,577.

    13F-HR 0001951757-25-000828 filed by AVAII 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/A 60,836 shares
    Change vs previous 13F +2,202 shares

    0.28% of the 13F portfolio, value $525,013.

    13F-HR/A 0001951757-25-000376 filed by AVAII 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 58,634 shares
    Change vs previous 13F not available

    0.19% of the 13F portfolio, value $392,259.

    13F-HR 0001951757-25-000078 filed by AVAII WEALTH MANAGEMENT, LLC
    Filed (acceptance time not in the bulk data set), ingested

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