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Disclosery

BIP Wealth, LLC: AVLV position timeline

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

BIP Wealth, LLC held 6,148 AVLV shares at 2026-06-30 per its 13F-HR filed 2026-08-03.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 6,148 shares
    Change vs previous 13F +1,261 shares

    0.02% of the 13F portfolio, value $560,788.

    13F-HR 0001590214-26-000005 filed by BIP Wealth, 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 4,887 shares
    Change vs previous 13F +41 shares

    0.02% of the 13F portfolio, value $393,932.

    13F-HR 0001590214-26-000004 filed by BIP Wealth, 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 4,846 shares
    Change vs previous 13F -408 shares

    0.01% of the 13F portfolio, value $367,151.

    13F-HR 0001590214-26-000001 filed by BIP Wealth, 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 5,254 shares
    Change vs previous 13F +347 shares

    0.02% of the 13F portfolio, value $379,649.

    13F-HR 0001590214-25-000007 filed by BIP Wealth, 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 4,907 shares
    Change vs previous 13F -2,589 shares

    0.02% of the 13F portfolio, value $334,694.

    13F-HR 0001590214-25-000005 filed by BIP Wealth, 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 7,496 shares
    Change vs previous 13F 0 shares

    0.03% of the 13F portfolio, value $488,840.

    13F-HR 0001590214-25-000003 filed by BIP Wealth, 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 7,496 shares
    Change vs previous 13F +2,591 shares

    0.03% of the 13F portfolio, value $500,508.

    13F-HR 0001590214-25-000001 filed by BIP Wealth, 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 4,905 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $322,896.

    13F-HR 0001590214-24-000005 filed by BIP Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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