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Disclosery

Cascade Financial Partners, LLC: AVLV position timeline

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

Cascade Financial Partners, LLC held 78,358 AVLV shares at 2026-06-30 per its 13F-HR filed 2026-08-04.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 78,358 shares
    Change vs previous 13F +15,780 shares

    0.62% of the 13F portfolio, value $7,147,038.

    13F-HR 0002021208-26-000007 filed by Cascade Financial Partners, 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 62,578 shares
    Change vs previous 13F +10,136 shares

    0.52% of the 13F portfolio, value $5,044,413.

    13F-HR 0002021208-26-000004 filed by Cascade Financial Partners, 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 52,442 shares
    Change vs previous 13F +9,533 shares

    0.4% of the 13F portfolio, value $3,973,530.

    13F-HR 0002021208-26-000002 filed by Cascade Financial Partners, 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 42,909 shares
    Change vs previous 13F +4,602 shares

    0.36% of the 13F portfolio, value $3,100,604.

    13F-HR 0002021208-25-000012 filed by Cascade Financial Partners, 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 38,307 shares
    Change vs previous 13F -2,848 shares

    0.31% of the 13F portfolio, value $2,612,920.

    13F-HR 0002021208-25-000008 filed by Cascade Financial Partners, 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 41,155 shares
    Change vs previous 13F +17,330 shares

    0.34% of the 13F portfolio, value $2,683,718.

    13F-HR 0002021208-25-000006 filed by Cascade Financial Partners, 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 23,825 shares
    Change vs previous 13F +1,323 shares

    0.21% of the 13F portfolio, value $1,590,795.

    13F-HR 0002021208-25-000002 filed by Cascade Financial Partners, 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 22,502 shares
    Change vs previous 13F not available

    0.19% of the 13F portfolio, value $1,502,009.

    13F-HR 0002011751-24-000024 filed by Cascade Financial Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

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