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Disclosery

Foundry Financial Group, Inc.: AVLV position timeline

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

Foundry Financial Group, Inc. held 125,841 AVLV shares at 2026-06-30 per its 13F-HR filed 2026-07-22.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 125,841 shares
    Change vs previous 13F +533 shares

    4.96% of the 13F portfolio, value $11,477,958.

    13F-HR 0002007960-26-000003 filed by Foundry Financial Group, 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 125,308 shares
    Change vs previous 13F -8,427 shares

    5.01% of the 13F portfolio, value $10,101,078.

    13F-HR 0002007960-26-000002 filed by Foundry Financial Group, 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 133,735 shares
    Change vs previous 13F +6,403 shares

    5.07% of the 13F portfolio, value $10,133,101.

    13F-HR 0002007960-26-000001 filed by Foundry Financial Group, 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 127,332 shares
    Change vs previous 13F +5,156 shares

    4.83% of the 13F portfolio, value $9,201,010.

    13F-HR 0002007960-25-000006 filed by Foundry Financial Group, 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 122,176 shares
    Change vs previous 13F +2,966 shares

    4.74% of the 13F portfolio, value $8,333,625.

    13F-HR 0002007960-25-000004 filed by Foundry Financial Group, 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 119,210 shares
    Change vs previous 13F +3,310 shares

    4.79% of the 13F portfolio, value $7,773,684.

    13F-HR 0002007960-25-000002 filed by Foundry Financial Group, 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 115,900 shares
    Change vs previous 13F +4,979 shares

    4.79% of the 13F portfolio, value $7,738,643.

    13F-HR 0002007960-25-000001 filed by Foundry Financial Group, 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 110,921 shares
    Change vs previous 13F not available

    4.56% of the 13F portfolio, value $7,301,929.

    13F-HR 0002007960-24-000005 filed by Foundry Financial Group, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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