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BFI Wealth Solutions, LLC: AVLV position timeline

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

BFI Wealth Solutions, LLC held 21,706 AVLV shares at 2026-06-30 per its 13F-HR filed 2026-08-07.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 21,706 shares
    Change vs previous 13F +12,551 shares

    1.47% of the 13F portfolio, value $1,979,805.

    13F-HR 0001172661-26-003166 filed by BFI Wealth Solutions, 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 9,155 shares
    Change vs previous 13F +4,320 shares

    0.71% of the 13F portfolio, value $744,209.

    13F-HR 0001172661-26-002267 filed by BFI Wealth Solutions, 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 4,835 shares
    Change vs previous 13F not available

    0.35% of the 13F portfolio, value $366,348.

    13F-HR 0001172661-26-001316 filed by BFI Wealth Solutions, LLC
    Filed (acceptance time not in the bulk data set), ingested

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