Skip to content
Disclosery

Comprehensive Financial Planning, Inc./PA: AVLV position timeline

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

Comprehensive Financial Planning, Inc./PA held 15,278 AVLV shares at 2026-06-30 per its 13F-HR filed 2026-08-10.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 15,278 shares
    Change vs previous 13F +913 shares

    0.74% of the 13F portfolio, value $1,393,499.

    13F-HR 0002044855-26-000003 filed by Comprehensive Financial Planning, Inc./PA
    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 14,365 shares
    Change vs previous 13F +996 shares

    0.8% of the 13F portfolio, value $1,157,970.

    13F-HR 0002044855-26-000002 filed by Comprehensive Financial Planning, Inc./PA
    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 13,369 shares
    Change vs previous 13F +49 shares

    0.67% of the 13F portfolio, value $1,013,041.

    13F-HR 0002044855-26-000001 filed by Comprehensive Financial Planning, Inc./PA
    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 13,320 shares
    Change vs previous 13F +32 shares

    0.66% of the 13F portfolio, value $962,520.

    13F-HR 0002044855-25-000008 filed by Comprehensive Financial Planning, Inc./PA
    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 13,288 shares
    Change vs previous 13F +3,221 shares

    0.71% of the 13F portfolio, value $906,391.

    13F-HR 0002044855-25-000006 filed by Comprehensive Financial Planning, Inc./PA
    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 10,067 shares
    Change vs previous 13F +392 shares

    0.64% of the 13F portfolio, value $656,524.

    13F-HR 0002044855-25-000005 filed by Comprehensive Financial Planning, Inc./PA
    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 9,675 shares
    Change vs previous 13F not available

    0.55% of the 13F portfolio, value $645,972.

    13F-HR 0002044855-25-000001 filed by Comprehensive Financial Planning, Inc./PA
    Filed (acceptance time not in the bulk data set), ingested

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