AVAII WEALTH MANAGEMENT, LLC: PPA position timeline

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

AVAII WEALTH MANAGEMENT, LLC held 1,288 PPA shares at 2026-09-30 per its 13F-HR filed 2026-10-09.

the latest 13F is the newest step

period ended2026-09-30
13F 1,288 shares
Change vs previous 13F 0 shares
0.06% of the 13F portfolio, value $200,529.
13F-HR 0001951757-26-001655 filed by AVAII WEALTH MANAGEMENT, LLC
Accepted 2026-10-09 20:33:11 UTC, ingested 2026-10-09 20:34:05 UTC
period ended2026-06-30
13F 1,288 shares
Change vs previous 13F 0 shares
0.07% of the 13F portfolio, value $227,525.
13F-HR 0001951757-26-001196 filed by AVAII WEALTH MANAGEMENT, LLC
Filed 2026-08-10 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2026-03-31
13F 1,288 shares
Change vs previous 13F -10 shares
0.07% of the 13F portfolio, value $213,422.
13F-HR 0001951757-26-000654 filed by AVAII WEALTH MANAGEMENT, LLC
Filed 2026-04-21 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-12-31
13F 1,298 shares
Change vs previous 13F -20 shares
0.07% of the 13F portfolio, value $203,306.
13F-HR 0001951757-26-000068 filed by AVAII WEALTH MANAGEMENT, LLC
Filed 2026-01-13 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-09-30
13F 1,318 shares
Change vs previous 13F not available
0.08% of the 13F portfolio, value $204,883.
13F-HR 0001951757-25-001183 filed by AVAII WEALTH MANAGEMENT, LLC
Filed 2025-10-20 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC
Acceptance time not in the bulk data set (spec §4.2).