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Cannon Financial Strategists, Inc.: AVLV position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Cannon Financial Strategists, Inc. on AVLV, newest first. How the timeline and the estimate are built.

Cannon Financial Strategists, Inc. held 1,130,339 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 1,130,339 shares
    Change vs previous 13F +228 shares

    11.74% of the 13F portfolio, value $103,098,249.

    13F-HR 0001951757-26-001140 filed by Cannon Financial Strategists, Inc.
    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 1,130,111 shares
    Change vs previous 13F +46,392 shares

    11.97% of the 13F portfolio, value $91,098,238.

    13F-HR 0001951757-26-000829 filed by Cannon Financial Strategists, Inc.
    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 1,083,719 shares
    Change vs previous 13F -1,129 shares

    11.42% of the 13F portfolio, value $82,113,409.

    13F-HR 0001951757-26-000351 filed by Cannon Financial Strategists, Inc.
    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 1,084,848 shares
    Change vs previous 13F +35,493 shares

    11.22% of the 13F portfolio, value $78,391,137.

    13F-HR 0001951757-25-001282 filed by Cannon Financial Strategists, Inc.
    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 1,049,355 shares
    Change vs previous 13F +53,027 shares

    11.31% of the 13F portfolio, value $71,576,479.

    13F-HR 0001951757-25-001041 filed by Cannon Financial Strategists, Inc.
    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 996,328 shares
    Change vs previous 13F +147 shares

    11.15% of the 13F portfolio, value $64,970,523.

    13F-HR 0001951757-25-000509 filed by Cannon Financial Strategists, Inc.
    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 996,181 shares
    Change vs previous 13F +23,149 shares

    11.4% of the 13F portfolio, value $66,514,973.

    13F-HR 0001951757-25-000162 filed by Cannon Financial Strategists, Inc.
    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/A 973,032 shares
    Change vs previous 13F not available

    11.2% of the 13F portfolio, value $64,054,714.

    13F-HR/A 0001951757-24-001095 filed by Cannon Financial Strategists, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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