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Fonville Wealth Management LLC: AVLV position timeline

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

Fonville Wealth Management LLC held 294,650 AVLV shares at 2026-06-30 per its 13F-HR filed 2026-07-28.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 294,650 shares
    Change vs previous 13F +30,725 shares

    4.39% of the 13F portfolio, value $26,875,028.

    13F-HR 0002008703-26-000003 filed by Fonville Wealth Management 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 263,925 shares
    Change vs previous 13F +21,171 shares

    4.05% of the 13F portfolio, value $21,274,983.

    13F-HR 0002008703-26-000002 filed by Fonville Wealth Management 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 242,754 shares
    Change vs previous 13F +24,148 shares

    3.76% of the 13F portfolio, value $18,393,436.

    13F-HR 0002008703-26-000001 filed by Fonville Wealth Management 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 218,606 shares
    Change vs previous 13F +8,475 shares

    3.55% of the 13F portfolio, value $15,796,467.

    13F-HR 0002008703-25-000002 filed by Fonville Wealth Management LLC
    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 210,131 shares
    Change vs previous 13F +31,238 shares

    3.63% of the 13F portfolio, value $14,333,041.

    13F-HR 0001085146-25-004664 filed by Fonville Wealth Management LLC
    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 178,893 shares
    Change vs previous 13F +13,695 shares

    3.44% of the 13F portfolio, value $11,662,887.

    13F-HR 0001085146-25-002510 filed by Fonville Wealth Management LLC
    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 165,198 shares
    Change vs previous 13F +18,289 shares

    3.64% of the 13F portfolio, value $11,030,303.

    13F-HR 0001085146-25-000580 filed by Fonville Wealth Management LLC
    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 146,909 shares
    Change vs previous 13F not available

    3.34% of the 13F portfolio, value $9,671,045.

    13F-HR 0001085146-24-005189 filed by Fonville Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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