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Beaird Harris Wealth Management, LLC: AVLV position timeline

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

Beaird Harris Wealth Management, LLC held 1,327,308 AVLV 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 1,327,308 shares
    Change vs previous 13F -15,170 shares

    7.58% of the 13F portfolio, value $121,063,735.

    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 1,342,478 shares
    Change vs previous 13F +13,146 shares

    7.36% of the 13F portfolio, value $108,217,181.

    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 1,329,332 shares
    Change vs previous 13F +42,457 shares

    6.94% of the 13F portfolio, value $100,723,473.

    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 1,286,875 shares
    Change vs previous 13F +89,884 shares

    6.59% of the 13F portfolio, value $92,989,577.

    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 1,196,991 shares
    Change vs previous 13F +79,717 shares

    6.32% of the 13F portfolio, value $81,646,786.

    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 1,117,274 shares
    Change vs previous 13F +61,475 shares

    6.19% of the 13F portfolio, value $72,857,407.

    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 1,055,799 shares
    Change vs previous 13F +58,232 shares

    6.09% of the 13F portfolio, value $70,495,691.

    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 997,567 shares
    Change vs previous 13F not available

    5.74% of the 13F portfolio, value $65,669,822.

    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).