Falcon Wealth Planning: AVMV position timeline

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

Falcon Wealth Planning held 326,922 AVMV shares at 2026-06-30 per its 13F-HR filed 2026-07-13.

the latest 13F is the newest step

period ended2026-06-30
13F 326,922 shares
Change vs previous 13F +8,567 shares
1.67% of the 13F portfolio, value $26,328,641.
13F-HR 0002085853-26-000706 filed by Falcon Wealth Planning
Filed 2026-07-13 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2026-03-31
13F 318,355 shares
Change vs previous 13F not available
1.61% of the 13F portfolio, value $23,615,616.
13F-HR 0002085853-26-000431 filed by Falcon Wealth Planning
Filed 2026-04-21 (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).