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BANNERMAN WEALTH MANAGEMENT GROUP, LLC: AVLV position timeline

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

BANNERMAN WEALTH MANAGEMENT GROUP, LLC held 169,781 AVLV 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 169,781 shares
    Change vs previous 13F +6,230 shares

    8.79% of the 13F portfolio, value $15,354,983.

    13F-HR 0001754960-26-000828 filed by BANNERMAN WEALTH MANAGEMENT GROUP, LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 163,551 shares
    Change vs previous 13F +1,992 shares

    8.71% of the 13F portfolio, value $14,917,476.

    13F-HR 0001754960-26-000418 filed by BANNERMAN WEALTH MANAGEMENT GROUP, 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 161,559 shares
    Change vs previous 13F +10,670 shares

    8.78% of the 13F portfolio, value $13,023,261.

    13F-HR 0001754960-26-000226 filed by BANNERMAN WEALTH MANAGEMENT GROUP, 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 150,889 shares
    Change vs previous 13F +4,859 shares

    8.11% of the 13F portfolio, value $11,432,891.

    13F-HR 0001754960-26-000009 filed by BANNERMAN WEALTH MANAGEMENT GROUP, 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 146,030 shares
    Change vs previous 13F +6,080 shares

    7.78% of the 13F portfolio, value $10,552,158.

    13F-HR 0001754960-25-000667 filed by BANNERMAN WEALTH MANAGEMENT GROUP, 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 139,950 shares
    Change vs previous 13F +6,815 shares

    7.32% of the 13F portfolio, value $9,546,018.

    13F-HR 0001754960-25-000390 filed by BANNERMAN WEALTH MANAGEMENT GROUP, 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 133,135 shares
    Change vs previous 13F +3,891 shares

    7.09% of the 13F portfolio, value $8,681,712.

    13F-HR 0001754960-25-000194 filed by BANNERMAN WEALTH MANAGEMENT GROUP, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-12-31
    13F 129,244 shares
    Change vs previous 13F not available

    7.13% of the 13F portfolio, value $8,629,600.

    13F-HR 0001754960-25-000159 filed by BANNERMAN WEALTH MANAGEMENT GROUP, LLC
    Filed (acceptance time not in the bulk data set), ingested

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