BUCKINGHAM STRATEGIC WEALTH, LLC: AVLV position timeline

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

BUCKINGHAM STRATEGIC WEALTH, LLC held 72,245 AVLV shares at 2024-06-30 per its 13F-HR filed 2024-08-12.

the latest 13F is the newest step

period ended2024-06-30
13F 72,245 shares
Change vs previous 13F +803 shares
0.05% of the 13F portfolio, value $4,539,878.
13F-HR 0001085146-24-003709 filed by BUCKINGHAM STRATEGIC WEALTH, LLC
Filed 2024-08-12 (acceptance time not in the bulk data set), ingested 2026-10-07 18:27:57 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2024-03-31
13F 71,442 shares
Change vs previous 13F +2,138 shares
0.05% of the 13F portfolio, value $4,590,893.
13F-HR 0001085146-24-002355 filed by BUCKINGHAM STRATEGIC WEALTH, LLC
Filed 2024-05-09 (acceptance time not in the bulk data set), ingested 2026-10-07 18:28:46 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2023-12-31
13F 69,304 shares
Change vs previous 13F +9,286 shares
0.05% of the 13F portfolio, value $4,003,028.
13F-HR 0001085146-24-001388 filed by BUCKINGHAM STRATEGIC WEALTH, LLC
Filed 2024-02-14 (acceptance time not in the bulk data set), ingested 2026-10-07 18:29:43 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2023-09-30
13F 60,018 shares
Change vs previous 13F +892 shares
0.04% of the 13F portfolio, value $3,161,748.
13F-HR 0001085146-23-004311 filed by BUCKINGHAM STRATEGIC WEALTH, LLC
Filed 2023-11-13 (acceptance time not in the bulk data set), ingested 2026-10-07 18:30:40 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2023-06-30
13F 59,126 shares
Change vs previous 13F +51,327 shares
0.04% of the 13F portfolio, value $3,154,372.
13F-HR 0001085146-23-003310 filed by BUCKINGHAM STRATEGIC WEALTH, LLC
Filed 2023-08-11 (acceptance time not in the bulk data set), ingested 2026-10-07 18:31:37 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2023-03-31
13F 7,799 shares
Change vs previous 13F 0 shares
0.01% of the 13F portfolio, value $391,432.
13F-HR 0001085146-23-002227 filed by BUCKINGHAM STRATEGIC WEALTH, LLC
Filed 2023-05-11 (acceptance time not in the bulk data set), ingested 2026-10-07 18:32:36 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2022-12-31
13F 7,799 shares
Change vs previous 13F not available
0.01% of the 13F portfolio, value $391,432.
13F-HR 0001085146-23-001099 filed by BUCKINGHAM STRATEGIC WEALTH, LLC
Filed 2023-02-13 (acceptance time not in the bulk data set), ingested 2026-10-07 18:33:21 UTC
Acceptance time not in the bulk data set (spec §4.2).