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Disclosery

EnRich Financial Partners LLC: AVLV position timeline

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

EnRich Financial Partners LLC held 125,803 AVLV shares at 2026-06-30 per its 13F-HR filed 2026-07-27.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 125,803 shares
    Change vs previous 13F +25,801 shares

    2.73% of the 13F portfolio, value $11,474,487.

    13F-HR 0001955091-26-000004 filed by EnRich Financial Partners 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 100,002 shares
    Change vs previous 13F +8,565 shares

    2.14% of the 13F portfolio, value $8,061,157.

    13F-HR 0001955091-26-000003 filed by EnRich Financial Partners 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 91,437 shares
    Change vs previous 13F +10,265 shares

    1.89% of the 13F portfolio, value $6,928,177.

    13F-HR 0001955091-26-000001 filed by EnRich Financial Partners 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 81,172 shares
    Change vs previous 13F +4,323 shares

    1.67% of the 13F portfolio, value $5,865,485.

    13F-HR 0001955091-25-000009 filed by EnRich Financial Partners 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 76,849 shares
    Change vs previous 13F +15,150 shares

    1.61% of the 13F portfolio, value $5,241,866.

    13F-HR 0001955091-25-000008 filed by EnRich Financial Partners 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 61,699 shares
    Change vs previous 13F +7,519 shares

    1.35% of the 13F portfolio, value $4,023,388.

    13F-HR 0001955091-25-000005 filed by EnRich Financial Partners 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 54,180 shares
    Change vs previous 13F +7,601 shares

    1.2% of the 13F portfolio, value $3,617,622.

    13F-HR 0001955091-25-000004 filed by EnRich Financial Partners 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 46,579 shares
    Change vs previous 13F not available

    1.02% of the 13F portfolio, value $3,066,280.

    13F-HR 0000905729-24-000167 filed by EnRich Financial Partners LLC
    Filed (acceptance time not in the bulk data set), ingested

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