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Forthright Family Wealth Advisory LLC: AVLV position timeline

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

Forthright Family Wealth Advisory LLC held 116,048 AVLV shares at 2026-06-30 per its 13F-HR filed 2026-07-16.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 116,048 shares
    Change vs previous 13F +116,048 shares

    5.99% of the 13F portfolio, value $10,584,779.

    13F-HR 0002008648-26-000003 filed by Forthright Family Wealth Advisory 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 0 shares
    Change vs previous 13F -115,411 shares

    13F-HR 0002008648-26-000002 filed by Forthright Family Wealth Advisory LLC
    Filed (acceptance time not in the bulk data set), ingested

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

    Exited: the 13F for this period no longer lists the position.

  3. period ended2025-12-31
    13F 115,411 shares
    Change vs previous 13F +3,390 shares

    5.5% of the 13F portfolio, value $8,744,691.

    13F-HR 0002008648-26-000001 filed by Forthright Family Wealth Advisory 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 112,021 shares
    Change vs previous 13F +25,545 shares

    4.98% of the 13F portfolio, value $8,094,637.

    13F-HR 0002008648-25-000005 filed by Forthright Family Wealth Advisory 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 86,476 shares
    Change vs previous 13F -1,589 shares

    3.74% of the 13F portfolio, value $5,898,528.

    13F-HR 0002008648-25-000003 filed by Forthright Family Wealth Advisory 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 88,065 shares
    Change vs previous 13F +1,423 shares

    3.79% of the 13F portfolio, value $5,742,719.

    13F-HR 0002008648-25-000002 filed by Forthright Family Wealth Advisory 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 86,642 shares
    Change vs previous 13F +2,160 shares

    3.76% of the 13F portfolio, value $5,785,086.

    13F-HR 0002008648-25-000001 filed by Forthright Family Wealth Advisory 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 84,482 shares
    Change vs previous 13F not available

    3.82% of the 13F portfolio, value $5,951,757.

    13F-HR 0002008648-24-000004 filed by Forthright Family Wealth Advisory LLC
    Filed (acceptance time not in the bulk data set), ingested

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