Evanson Asset Management, LLC: AVLV position timeline

Evanson Asset Management, LLC held 3,421 AVLV shares at 2026-03-31 per its 13F-HR filed 2026-04-08.

the latest 13F is the newest step

1. period ended2026-03-31

   13F 3,421 shares

   Change vs previous 13F +10 shares

   0.01% of the 13F portfolio, value $275,734.

   13F-HR 0001626379-26-000002 filed by Evanson Asset Management, LLC
   Filed 2026-04-08 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC

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

2. period ended2025-12-31

   13F 3,411 shares

   Change vs previous 13F +11 shares

   0.01% of the 13F portfolio, value $258,436.

   13F-HR 0001626379-26-000001 filed by Evanson Asset Management, LLC
   Filed 2026-01-12 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC

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

3. period ended2025-09-30

   13F 3,400 shares

   Change vs previous 13F +51 shares

   0.01% of the 13F portfolio, value $245,692.

   13F-HR 0001085146-25-005927 filed by Evanson Asset Management, LLC
   Filed 2025-10-14 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC

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

4. period ended2025-06-30

   13F 3,349 shares

   Change vs previous 13F +243 shares

   0.01% of the 13F portfolio, value $228,414.

   13F-HR 0001085146-25-003862 filed by Evanson Asset Management, LLC
   Filed 2025-07-15 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC

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

5. period ended2025-03-31

   13F 3,106 shares

   Change vs previous 13F not available

   0.01% of the 13F portfolio, value $202,552.

   13F-HR 0001085146-25-002223 filed by Evanson Asset Management, LLC
   Filed 2025-04-22 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:06 UTC

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