Skip to content
Disclosery

DOPKINS WEALTH MANAGEMENT, LLC: AVLV position timeline

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

DOPKINS WEALTH MANAGEMENT, LLC held 37,151 AVLV shares at 2026-06-30 per its 13F-HR filed 2026-07-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 37,151 shares
    Change vs previous 13F +62 shares

    1.23% of the 13F portfolio, value $3,388,507.

    13F-HR 0001904152-26-000003 filed by DOPKINS 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 37,089 shares
    Change vs previous 13F -1,237 shares

    1.2% of the 13F portfolio, value $2,989,751.

    13F-HR 0001904152-26-000002 filed by DOPKINS 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 38,326 shares
    Change vs previous 13F -151 shares

    1.19% of the 13F portfolio, value $2,903,985.

    13F-HR 0001904152-26-000001 filed by DOPKINS 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 38,477 shares
    Change vs previous 13F -1,602 shares

    1.17% of the 13F portfolio, value $2,780,365.

    13F-HR 0001904152-25-000006 filed by DOPKINS 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 40,079 shares
    Change vs previous 13F +755 shares

    1.23% of the 13F portfolio, value $2,733,758.

    13F-HR 0001904152-25-000004 filed by DOPKINS 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 39,324 shares
    Change vs previous 13F +4,224 shares

    1.3% of the 13F portfolio, value $2,564,340.

    13F-HR 0001904152-25-000002 filed by DOPKINS 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 35,100 shares
    Change vs previous 13F +29,603 shares

    1.19% of the 13F portfolio, value $2,343,653.

    13F-HR 0001904152-25-000001 filed by DOPKINS 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 5,497 shares
    Change vs previous 13F not available

    0.29% of the 13F portfolio, value $361,868.

    13F-HR 0001904152-24-000005 filed by DOPKINS WEALTH MANAGEMENT, LLC
    Filed (acceptance time not in the bulk data set), ingested

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