Skip to content

AVAII WEALTH MANAGEMENT, LLC: LTPZ position timeline

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

AVAII WEALTH MANAGEMENT, LLC held 5,462 LTPZ 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 5,462 shares
    Change vs previous 13F +446 shares

    0.07% of the 13F portfolio, value $245,227.

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

  2. period ended2026-06-30
    13F 5,016 shares
    Change vs previous 13F +127 shares

    0.07% of the 13F portfolio, value $254,065.

    13F-HR 0001951757-26-001196 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).

  3. period ended2026-03-31
    13F 4,889 shares
    Change vs previous 13F +13 shares

    0.09% of the 13F portfolio, value $249,466.

    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).

  4. period ended2025-12-31
    13F 4,876 shares
    Change vs previous 13F -374 shares

    0.09% of the 13F portfolio, value $252,311.

    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).

  5. period ended2025-09-30
    13F 5,250 shares
    Change vs previous 13F +4 shares

    0.11% of the 13F portfolio, value $279,745.

    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).

  6. period ended2025-06-30
    13F 5,246 shares
    Change vs previous 13F +854 shares

    0.12% of the 13F portfolio, value $275,273.

    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).

  7. period ended2025-03-31
    13F/A 4,392 shares
    Change vs previous 13F not available

    0.13% of the 13F portfolio, value $240,856.

    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).