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Echo Wealth Management, LLC: AVLV position timeline

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

Echo Wealth Management, LLC held 91,242 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 91,242 shares
    Change vs previous 13F +2,853 shares

    4.25% of the 13F portfolio, value $8,322,183.

    13F-HR 0001398344-26-012617 filed by Echo 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 88,389 shares
    Change vs previous 13F -33,922 shares

    4.1% of the 13F portfolio, value $7,125,037.

    13F-HR 0001398344-26-006803 filed by Echo 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 122,311 shares
    Change vs previous 13F -36,545 shares

    5.41% of the 13F portfolio, value $9,267,504.

    13F-HR 0001398344-26-001002 filed by Echo 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 158,856 shares
    Change vs previous 13F +2,432 shares

    6.7% of the 13F portfolio, value $11,478,935.

    13F-HR 0001398344-25-019534 filed by Echo 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 156,424 shares
    Change vs previous 13F +4,950 shares

    6.54% of the 13F portfolio, value $10,669,681.

    13F-HR 0001398344-25-013461 filed by Echo 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 151,474 shares
    Change vs previous 13F +4,447 shares

    6.67% of the 13F portfolio, value $9,877,620.

    13F-HR 0001398344-25-007422 filed by Echo 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 147,027 shares
    Change vs previous 13F -762 shares

    6.78% of the 13F portfolio, value $9,816,966.

    13F-HR 0001398344-25-000865 filed by Echo 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 147,789 shares
    Change vs previous 13F not available

    6.85% of the 13F portfolio, value $9,795,471.

    13F-HR 0001398344-24-019033 filed by Echo Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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