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FAS Wealth Partners, Inc.: AVLV position timeline

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

FAS Wealth Partners, Inc. held 736,028 AVLV shares at 2026-06-30 per its 13F-HR filed 2026-07-29.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 736,028 shares
    Change vs previous 13F +53,851 shares

    3.5% of the 13F portfolio, value $67,133,124.

    13F-HR 0001398344-26-012965 filed by FAS Wealth Partners, Inc.
    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 682,177 shares
    Change vs previous 13F +1,330 shares

    3.43% of the 13F portfolio, value $54,990,298.

    13F-HR 0001398344-26-010659 filed by FAS Wealth Partners, Inc.
    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 680,847 shares
    Change vs previous 13F +16,517 shares

    3.33% of the 13F portfolio, value $51,587,752.

    13F-HR 0001398344-26-003331 filed by FAS Wealth Partners, Inc.
    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 664,330 shares
    Change vs previous 13F +10,037 shares

    3.25% of the 13F portfolio, value $48,004,456.

    13F-HR 0001398344-25-019940 filed by FAS Wealth Partners, Inc.
    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 654,293 shares
    Change vs previous 13F +25,760 shares

    3.3% of the 13F portfolio, value $44,629,318.

    13F-HR 0001398344-25-015492 filed by FAS Wealth Partners, Inc.
    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 628,533 shares
    Change vs previous 13F +5,934 shares

    3.34% of the 13F portfolio, value $40,986,666.

    13F-HR 0001398344-25-008635 filed by FAS Wealth Partners, Inc.
    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 622,599 shares
    Change vs previous 13F -1,190 shares

    3.49% of the 13F portfolio, value $41,570,968.

    13F-HR 0001398344-25-002948 filed by FAS Wealth Partners, Inc.
    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 623,789 shares
    Change vs previous 13F not available

    3.27% of the 13F portfolio, value $41,063,998.

    13F-HR 0001398344-24-018955 filed by FAS Wealth Partners, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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