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Disclosery

ESL Trust Services, LLC: AVLV position timeline

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

ESL Trust Services, LLC held 843,691 AVLV shares at 2026-06-30 per its 13F-HR filed 2026-08-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 843,691 shares
    Change vs previous 13F +1,060 shares

    13.12% of the 13F portfolio, value $76,953,055.

    13F-HR 0001785545-26-000008 filed by ESL Trust Services, 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 842,631 shares
    Change vs previous 13F +21,199 shares

    12.97% of the 13F portfolio, value $67,924,487.

    13F-HR 0001785545-26-000005 filed by ESL Trust Services, 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 821,432 shares
    Change vs previous 13F +765,634 shares

    11.95% of the 13F portfolio, value $62,239,906.

    13F-HR 0001785545-26-000002 filed by ESL Trust Services, 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 55,798 shares
    Change vs previous 13F not available

    0.79% of the 13F portfolio, value $4,031,964.

    13F-HR 0001785545-25-000009 filed by ESL Trust Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

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