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Disclosery

Ballast Financial Advisors LLC: AVLV position timeline

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

Ballast Financial Advisors LLC held 51,252 AVLV shares at 2026-06-30 per its 13F-HR filed 2026-08-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 51,252 shares
    Change vs previous 13F -468 shares

    4.23% of the 13F portfolio, value $4,674,695.

    13F-HR 0001172661-26-003396 filed by Ballast Financial Advisors 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 51,720 shares
    Change vs previous 13F -107 shares

    4.27% of the 13F portfolio, value $4,169,149.

    13F-HR 0001172661-26-001850 filed by Ballast Financial Advisors 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 51,827 shares
    Change vs previous 13F not available

    4.04% of the 13F portfolio, value $3,926,932.

    13F-HR 0001172661-26-001072 filed by Ballast Financial Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

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