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CRA Financial Services, LLC: AVLV position timeline

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

CRA Financial Services, LLC held 56,655 AVLV shares at 2026-06-30 per its 13F-HR filed 2026-07-24.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 56,655 shares
    Change vs previous 13F +3,218 shares

    0.6% of the 13F portfolio, value $5,167,519.

    13F-HR 0001765594-26-000003 filed by CRA Financial Services, 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 53,437 shares
    Change vs previous 13F +2,104 shares

    0.56% of the 13F portfolio, value $4,307,590.

    13F-HR 0001765594-26-000002 filed by CRA Financial Services, 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 51,333 shares
    Change vs previous 13F +9,487 shares

    0.51% of the 13F portfolio, value $3,889,487.

    13F-HR 0001765594-26-000001 filed by CRA Financial Services, 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 41,846 shares
    Change vs previous 13F +3,530 shares

    0.41% of the 13F portfolio, value $3,023,800.

    13F-HR 0001765594-25-000008 filed by CRA Financial Services, 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 38,316 shares
    Change vs previous 13F +2,424 shares

    0.4% of the 13F portfolio, value $2,613,543.

    13F-HR 0001765594-25-000004 filed by CRA Financial Services, 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 35,892 shares
    Change vs previous 13F +7,023 shares

    0.4% of the 13F portfolio, value $2,340,517.

    13F-HR 0001765594-25-000002 filed by CRA Financial Services, 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 28,869 shares
    Change vs previous 13F +4,157 shares

    0.33% of the 13F portfolio, value $1,927,583.

    13F-HR 0001765594-25-000001 filed by CRA Financial Services, 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 24,712 shares
    Change vs previous 13F not available

    0.3% of the 13F portfolio, value $1,626,791.

    13F-HR 0001765594-24-000007 filed by CRA Financial Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

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