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Bridgewealth Advisory Group, LLC: AVLV position timeline

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

Bridgewealth Advisory Group, LLC held 114,280 AVLV shares at 2026-06-30 per its 13F-HR filed 2026-07-27.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 114,280 shares
    Change vs previous 13F +4,320 shares

    1.97% of the 13F portfolio, value $10,423,479.

    13F-HR 0001172661-26-002825 filed by Bridgewealth Advisory Group, 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 109,960 shares
    Change vs previous 13F +13,287 shares

    1.84% of the 13F portfolio, value $8,863,876.

    13F-HR 0001172661-26-001987 filed by Bridgewealth Advisory Group, 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 96,673 shares
    Change vs previous 13F +18,336 shares

    1.62% of the 13F portfolio, value $7,324,913.

    13F-HR 0001172661-26-000475 filed by Bridgewealth Advisory Group, 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 78,337 shares
    Change vs previous 13F +4,558 shares

    1.31% of the 13F portfolio, value $5,660,632.

    13F-HR 0001172661-25-004388 filed by Bridgewealth Advisory Group, 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 73,779 shares
    Change vs previous 13F +37,536 shares

    1.28% of the 13F portfolio, value $5,032,466.

    13F-HR 0001172661-25-002862 filed by Bridgewealth Advisory Group, 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 36,243 shares
    Change vs previous 13F +1,995 shares

    3.11% of the 13F portfolio, value $2,363,406.

    13F-HR 0001172661-25-001724 filed by Bridgewealth Advisory Group, 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 34,248 shares
    Change vs previous 13F +17,724 shares

    0.67% of the 13F portfolio, value $2,383,661.

    13F-HR 0001172661-25-001257 filed by Bridgewealth Advisory Group, 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 16,524 shares
    Change vs previous 13F not available

    0.4% of the 13F portfolio, value $1,087,775.

    13F-HR 0001172661-24-004645 filed by Bridgewealth Advisory Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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