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Disclosery

Dogwood Wealth Management LLC: AVLC position timeline

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

Dogwood Wealth Management LLC held 109,391 AVLC shares at 2026-06-30 per its 13F-HR filed 2026-07-06.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 109,391 shares
    Change vs previous 13F -6,462 shares

    3.88% of the 13F portfolio, value $9,840,809.

    13F-HR 0002056922-26-000003 filed by Dogwood Wealth Management 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 115,853 shares
    Change vs previous 13F +2,571 shares

    3.9% of the 13F portfolio, value $8,984,369.

    13F-HR 0002056922-26-000002 filed by Dogwood 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 113,282 shares
    Change vs previous 13F -7,880 shares

    3.92% of the 13F portfolio, value $8,906,258.

    13F-HR 0002056922-26-000001 filed by Dogwood 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 121,162 shares
    Change vs previous 13F +1,497 shares

    4.21% of the 13F portfolio, value $9,270,091.

    13F-HR 0002056922-25-000011 filed by Dogwood 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 119,665 shares
    Change vs previous 13F -13,271 shares

    4.18% of the 13F portfolio, value $8,564,437.

    13F-HR 0002056922-25-000007 filed by Dogwood 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 132,936 shares
    Change vs previous 13F -6,443 shares

    4.49% of the 13F portfolio, value $8,534,490.

    13F-HR 0002056922-25-000006 filed by Dogwood 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 139,379 shares
    Change vs previous 13F -8,587 shares

    4.98% of the 13F portfolio, value $9,415,060.

    13F-HR 0002056922-25-000005 filed by Dogwood 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 147,966 shares
    Change vs previous 13F not available

    5.62% of the 13F portfolio, value $9,768,731.

    13F-HR 0002056922-25-000003 filed by Dogwood Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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