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Disclosery

Falcon Wealth Planning: AVLV position timeline

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

Falcon Wealth Planning held 2,077,645 AVLV shares at 2026-06-30 per its 13F-HR filed 2026-07-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 2,077,645 shares
    Change vs previous 13F +107,069 shares

    11.99% of the 13F portfolio, value $189,502,041.

    13F-HR 0002085853-26-000706 filed by Falcon Wealth Planning
    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 1,970,576 shares
    Change vs previous 13F +166,549 shares

    10.82% of the 13F portfolio, value $158,848,093.

    13F-HR 0002085853-26-000431 filed by Falcon Wealth Planning
    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 1,804,027 shares
    Change vs previous 13F +58,212 shares

    11.51% of the 13F portfolio, value $136,691,104.

    13F-HR 0002085853-26-000176 filed by Falcon Wealth Planning
    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 1,745,815 shares
    Change vs previous 13F +118,739 shares

    11.34% of the 13F portfolio, value $126,152,609.

    13F-HR 0002085853-25-000058 filed by Falcon Wealth Planning
    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 1,627,076 shares
    Change vs previous 13F +187,550 shares

    11.22% of the 13F portfolio, value $110,982,863.

    13F-HR 0001667731-25-000845 filed by Falcon Wealth Planning
    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 1,439,526 shares
    Change vs previous 13F +255,522 shares

    10.43% of the 13F portfolio, value $93,871,482.

    13F-HR 0001667731-25-000517 filed by Falcon Wealth Planning
    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 1,184,004 shares
    Change vs previous 13F +68,609 shares

    8.81% of the 13F portfolio, value $79,055,933.

    13F-HR 0001667731-25-000090 filed by Falcon Wealth Planning
    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 1,115,395 shares
    Change vs previous 13F not available

    8.62% of the 13F portfolio, value $73,426,465.

    13F-HR 0001839850-24-000004 filed by Falcon Wealth Planning
    Filed (acceptance time not in the bulk data set), ingested

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