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Disclosery

Balboa Wealth Partners: AVPT position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Balboa Wealth Partners on AVPT, newest first. How the timeline and the estimate are built.

Balboa Wealth Partners held 19,663 AVPT shares at 2026-06-30 per its 13F-HR filed 2026-08-10.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 19,663 shares
    Change vs previous 13F -419 shares

    0.03% of the 13F portfolio, value $220,422.

    13F-HR 0001951757-26-001195 filed by Balboa Wealth Partners
    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 20,082 shares
    Change vs previous 13F +6,096 shares

    0.03% of the 13F portfolio, value $190,980.

    13F-HR 0001951757-26-000626 filed by Balboa Wealth Partners
    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 13,986 shares
    Change vs previous 13F +1,427 shares

    0.03% of the 13F portfolio, value $194,266.

    13F-HR 0001951757-26-000198 filed by Balboa Wealth Partners
    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 12,559 shares
    Change vs previous 13F 0 shares

    0.03% of the 13F portfolio, value $188,511.

    13F-HR 0001951757-25-001279 filed by Balboa Wealth Partners
    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 12,559 shares
    Change vs previous 13F -105 shares

    0.05% of the 13F portfolio, value $242,514.

    13F-HR 0001951757-25-000993 filed by Balboa Wealth Partners
    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 12,664 shares
    Change vs previous 13F +23 shares

    0.04% of the 13F portfolio, value $182,868.

    13F-HR 0001951757-25-000427 filed by Balboa Wealth Partners
    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 12,641 shares
    Change vs previous 13F +2,027 shares

    0.05% of the 13F portfolio, value $208,703.

    13F-HR 0001951757-25-000212 filed by Balboa Wealth Partners
    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 10,614 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $124,927.

    13F-HR 0001951757-24-001171 filed by Balboa Wealth Partners
    Filed (acceptance time not in the bulk data set), ingested

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