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Certified Advisory Corp: AVLV position timeline

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

Certified Advisory Corp held 176,900 AVLV shares at 2026-06-30 per its 13F-HR filed 2026-07-16.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 176,900 shares
    Change vs previous 13F +2,558 shares

    1.3% of the 13F portfolio, value $16,135,076.

    13F-HR 0001731732-26-000004 filed by Certified Advisory Corp
    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 174,342 shares
    Change vs previous 13F +2,705 shares

    1.26% of the 13F portfolio, value $14,053,683.

    13F-HR 0001731732-26-000002 filed by Certified Advisory Corp
    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 171,637 shares
    Change vs previous 13F +6,141 shares

    1.18% of the 13F portfolio, value $13,004,934.

    13F-HR 0001731732-26-000001 filed by Certified Advisory Corp
    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 165,496 shares
    Change vs previous 13F +35,634 shares

    1.14% of the 13F portfolio, value $11,958,744.

    13F-HR 0001731732-25-000004 filed by Certified Advisory Corp
    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 129,862 shares
    Change vs previous 13F +88,649 shares

    0.92% of the 13F portfolio, value $8,857,885.

    13F-HR 0001085146-25-005120 filed by Certified Advisory Corp
    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 41,213 shares
    Change vs previous 13F +34,715 shares

    0.3% of the 13F portfolio, value $2,687,515.

    13F-HR 0001085146-25-002833 filed by Certified Advisory Corp
    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 6,498 shares
    Change vs previous 13F +40 shares

    0.05% of the 13F portfolio, value $433,875.

    13F-HR 0001085146-25-000217 filed by Certified Advisory Corp
    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 6,458 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $425,145.

    13F-HR 0001085146-24-005504 filed by Certified Advisory Corp
    Filed (acceptance time not in the bulk data set), ingested

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