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Beaird Harris Wealth Management, LLC: AVLC position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Beaird Harris Wealth Management, LLC on AVLC, newest first. How the timeline and the estimate are built.

Beaird Harris Wealth Management, LLC held 841,598 AVLC shares at 2026-06-30 per its 13F-HR filed 2026-07-08.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 841,598 shares
    Change vs previous 13F +96,843 shares

    4.74% of the 13F portfolio, value $75,710,151.

    13F-HR 0001908938-26-000003 filed by Beaird Harris Wealth Management, 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 744,755 shares
    Change vs previous 13F +83,429 shares

    3.93% of the 13F portfolio, value $57,755,713.

    13F-HR 0001908938-26-000002 filed by Beaird Harris Wealth Management, 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 661,326 shares
    Change vs previous 13F +61,102 shares

    3.58% of the 13F portfolio, value $51,993,452.

    13F-HR 0001908938-26-000001 filed by Beaird Harris Wealth Management, 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 600,224 shares
    Change vs previous 13F +78,356 shares

    3.26% of the 13F portfolio, value $45,923,129.

    13F-HR 0001908938-25-000007 filed by Beaird Harris Wealth Management, 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 521,868 shares
    Change vs previous 13F +65,603 shares

    2.87% of the 13F portfolio, value $37,073,502.

    13F-HR 0001908938-25-000004 filed by Beaird Harris Wealth Management, 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 456,265 shares
    Change vs previous 13F +27,025 shares

    2.49% of the 13F portfolio, value $29,292,215.

    13F-HR 0001908938-25-000002 filed by Beaird Harris Wealth Management, 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 429,240 shares
    Change vs previous 13F +27,167 shares

    2.5% of the 13F portfolio, value $28,995,188.

    13F-HR 0001908938-25-000001 filed by Beaird Harris Wealth Management, 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 402,073 shares
    Change vs previous 13F not available

    2.32% of the 13F portfolio, value $26,544,836.

    13F-HR 0001908938-24-000005 filed by Beaird Harris Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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