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Cherry Tree Wealth Management, LLC: AVLV position timeline

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

Cherry Tree Wealth Management, LLC held 123,199 AVLV shares at 2026-06-30 per its 13F-HR filed 2026-09-15.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 123,199 shares
    Change vs previous 13F +17,114 shares

    2.11% of the 13F portfolio, value $11,236,954.

    13F-HR 0001985414-26-000004 filed by Cherry Tree Wealth Management, LLC
    Accepted , ingested

  2. period ended2026-03-31
    13F 106,085 shares
    Change vs previous 13F +1,123 shares

    1.81% of the 13F portfolio, value $8,551,533.

    13F-HR 0001985414-26-000003 filed by Cherry Tree Wealth Management, 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 104,962 shares
    Change vs previous 13F +6,248 shares

    1.68% of the 13F portfolio, value $7,952,978.

    13F-HR 0001985414-26-000001 filed by Cherry Tree Wealth Management, 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 98,714 shares
    Change vs previous 13F +14,914 shares

    1.57% of the 13F portfolio, value $7,133,041.

    13F-HR 0001985414-25-000006 filed by Cherry Tree Wealth Management, 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 83,800 shares
    Change vs previous 13F +3,733 shares

    1.33% of the 13F portfolio, value $5,716,019.

    13F-HR 0001985414-25-000003 filed by Cherry Tree Wealth Management, 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 80,067 shares
    Change vs previous 13F +2,601 shares

    1.26% of the 13F portfolio, value $5,221,152.

    13F-HR 0001985414-25-000002 filed by Cherry Tree Wealth Management, 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 77,466 shares
    Change vs previous 13F -462 shares

    1.28% of the 13F portfolio, value $5,172,393.

    13F-HR 0001985414-25-000001 filed by Cherry Tree Wealth Management, 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 77,928 shares
    Change vs previous 13F not available

    1.22% of the 13F portfolio, value $5,129,999.

    13F-HR 0001985414-24-000004 filed by Cherry Tree Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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