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Chicago Partners Investment Group LLC: AVLV position timeline

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

Chicago Partners Investment Group LLC held 358,021 AVLV shares at 2026-06-30 per its 13F-HR filed 2026-07-30.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 358,021 shares
    Change vs previous 13F +11,028 shares

    0.66% of the 13F portfolio, value $32,841,256.

    13F-HR 0001563525-26-000003 filed by Chicago Partners Investment Group 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 346,993 shares
    Change vs previous 13F +6,979 shares

    0.66% of the 13F portfolio, value $29,740,763.

    13F-HR 0001563525-26-000002 filed by Chicago Partners Investment Group 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 340,014 shares
    Change vs previous 13F +312 shares

    0.67% of the 13F portfolio, value $27,068,479.

    13F-HR 0001563525-26-000001 filed by Chicago Partners Investment Group 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 339,702 shares
    Change vs previous 13F +15,940 shares

    0.65% of the 13F portfolio, value $24,811,868.

    13F-HR 0001563525-25-000013 filed by Chicago Partners Investment Group 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 323,762 shares
    Change vs previous 13F -3,634 shares

    0.66% of the 13F portfolio, value $22,754,006.

    13F-HR 0001563525-25-000003 filed by Chicago Partners Investment Group 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 327,396 shares
    Change vs previous 13F +12,957 shares

    0.69% of the 13F portfolio, value $20,691,420.

    13F-HR 0001563525-25-000002 filed by Chicago Partners Investment Group 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 314,439 shares
    Change vs previous 13F +24,439 shares

    0.71% of the 13F portfolio, value $21,224,642.

    13F-HR 0001563525-25-000001 filed by Chicago Partners Investment Group 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 290,000 shares
    Change vs previous 13F not available

    0.69% of the 13F portfolio, value $19,232,795.

    13F-HR 0001563525-24-000007 filed by Chicago Partners Investment Group LLC
    Filed (acceptance time not in the bulk data set), ingested

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