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Disclosery

ENTREWEALTH, LLC: AVLV position timeline

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

ENTREWEALTH, LLC held 171,752 AVLV shares at 2026-09-30 per its 13F-HR filed 2026-10-14.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 171,752 shares
    Change vs previous 13F +83,096 shares

    5.54% of the 13F portfolio, value $15,533,278.

    13F-HR 0001941040-26-000729 filed by ENTREWEALTH, LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 88,656 shares
    Change vs previous 13F +4,049 shares

    3.08% of the 13F portfolio, value $8,300,885.

    13F-HR 0001941040-26-000601 filed by ENTREWEALTH, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2026-03-31
    13F 84,607 shares
    Change vs previous 13F +3,885 shares

    3.06% of the 13F portfolio, value $6,820,152.

    13F-HR 0001941040-26-000368 filed by ENTREWEALTH, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-12-31
    13F 80,722 shares
    Change vs previous 13F +10,049 shares

    3.04% of the 13F portfolio, value $6,738,700.

    13F-HR 0001941040-26-000157 filed by ENTREWEALTH, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-09-30
    13F 70,673 shares
    Change vs previous 13F +11,859 shares

    2.63% of the 13F portfolio, value $5,106,807.

    13F-HR 0001941040-25-000638 filed by ENTREWEALTH, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-06-30
    13F 58,814 shares
    Change vs previous 13F +14,101 shares

    2.77% of the 13F portfolio, value $4,011,703.

    13F-HR 0001941040-25-000427 filed by ENTREWEALTH, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2025-03-31
    13F 44,713 shares
    Change vs previous 13F +15,050 shares

    2.24% of the 13F portfolio, value $2,915,728.

    13F-HR 0001941040-25-000308 filed by ENTREWEALTH, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-12-31
    13F 29,663 shares
    Change vs previous 13F not available

    1.8% of the 13F portfolio, value $1,948,562.

    13F-HR 0001941040-25-000103 filed by ENTREWEALTH, LLC
    Filed (acceptance time not in the bulk data set), ingested

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