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Beacon Pointe Advisors, LLC: AVLV position timeline

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

Beacon Pointe Advisors, LLC held 150,062 AVLV shares at 2026-06-30 per its 13F-HR filed 2026-08-18.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 150,062 shares
    Change vs previous 13F -48,819 shares

    0.06% of the 13F portfolio, value $13,687,132.

    13F-HR 0002085853-26-001042 filed by Beacon Pointe 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 198,881 shares
    Change vs previous 13F -47,779 shares

    0.09% of the 13F portfolio, value $16,031,761.

    13F-HR 0002085853-26-000598 filed by Beacon Pointe 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 246,660 shares
    Change vs previous 13F +41,607 shares

    0.13% of the 13F portfolio, value $18,689,454.

    13F-HR 0002085853-26-000279 filed by Beacon Pointe Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-09-30
    13F 205,053 shares
    Change vs previous 13F +15,942 shares

    0.13% of the 13F portfolio, value $14,817,107.

    13F-HR 0001941040-25-000654 filed by Beacon Pointe Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-06-30
    13F 189,111 shares
    Change vs previous 13F +2,809 shares

    0.13% of the 13F portfolio, value $12,899,270.

    13F-HR 0001941040-25-000481 filed by Beacon Pointe Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-03-31
    13F 186,302 shares
    Change vs previous 13F +70,028 shares

    0.14% of the 13F portfolio, value $12,148,784.

    13F-HR 0001941040-25-000288 filed by Beacon Pointe Advisors, LLC
    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 116,274 shares
    Change vs previous 13F -2,906 shares

    0.09% of the 13F portfolio, value $7,763,624.

    13F-HR 0001941040-25-000169 filed by Beacon Pointe Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-09-30
    13F 119,180 shares
    Change vs previous 13F not available

    0.09% of the 13F portfolio, value $7,845,637.

    13F-HR 0001941040-24-000522 filed by Beacon Pointe Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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