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BostonPremier Wealth LLC: AVLV position timeline

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

BostonPremier Wealth LLC held 203,126 AVLV shares at 2026-06-30 per its 13F-HR filed 2026-07-24.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 203,126 shares
    Change vs previous 13F +7,278 shares

    7.87% of the 13F portfolio, value $18,527,123.

    13F-HR 0001951757-26-001040 filed by BostonPremier 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 195,848 shares
    Change vs previous 13F +6,967 shares

    8.16% of the 13F portfolio, value $15,787,282.

    13F-HR 0001951757-26-000580 filed by BostonPremier 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 188,881 shares
    Change vs previous 13F +30,741 shares

    7.33% of the 13F portfolio, value $14,311,516.

    13F-HR 0001951757-26-000058 filed by BostonPremier 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 158,140 shares
    Change vs previous 13F +5,794 shares

    5.68% of the 13F portfolio, value $11,427,196.

    13F-HR 0001951757-25-001213 filed by BostonPremier 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 152,346 shares
    Change vs previous 13F +3,355 shares

    5.76% of the 13F portfolio, value $10,391,553.

    13F-HR 0001951757-25-000838 filed by BostonPremier 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 148,991 shares
    Change vs previous 13F +3,731 shares

    6.03% of the 13F portfolio, value $9,715,722.

    13F-HR 0001951757-25-000387 filed by BostonPremier 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 145,260 shares
    Change vs previous 13F not available

    5.88% of the 13F portfolio, value $9,699,021.

    13F-HR 0001951757-25-000140 filed by BostonPremier Wealth LLC
    Filed (acceptance time not in the bulk data set), ingested

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