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Heritage Wealth Management, Inc. /CA/: AVLV position timeline

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

Heritage Wealth Management, Inc. /CA/ held 227,848 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 227,848 shares
    Change vs previous 13F +2,677 shares

    10.36% of the 13F portfolio, value $20,782,012.

    13F-HR 0001420506-26-001271 filed by Heritage Wealth Management, Inc. /CA/
    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 225,171 shares
    Change vs previous 13F +8,944 shares

    10.13% of the 13F portfolio, value $18,151,022.

    13F-HR 0001420506-26-000911 filed by Heritage Wealth Management, Inc. /CA/
    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 216,227 shares
    Change vs previous 13F +11,368 shares

    10.61% of the 13F portfolio, value $16,383,538.

    13F-HR 0001420506-26-000168 filed by Heritage Wealth Management, Inc. /CA/
    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 204,859 shares
    Change vs previous 13F -1,638 shares

    10.11% of the 13F portfolio, value $14,803,115.

    13F-HR 0001420506-25-003005 filed by Heritage Wealth Management, Inc. /CA/
    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 206,497 shares
    Change vs previous 13F +10,600 shares

    10.68% of the 13F portfolio, value $14,085,152.

    13F-HR 0001941040-25-000364 filed by Heritage Wealth Management, Inc. /CA/
    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 195,897 shares
    Change vs previous 13F +5,473 shares

    10.91% of the 13F portfolio, value $12,774,445.

    13F-HR 0001941040-25-000247 filed by Heritage Wealth Management, Inc. /CA/
    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 190,424 shares
    Change vs previous 13F -9,639 shares

    10.86% of the 13F portfolio, value $12,714,630.

    13F-HR 0001941040-25-000121 filed by Heritage Wealth Management, Inc. /CA/
    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 200,063 shares
    Change vs previous 13F not available

    11.88% of the 13F portfolio, value $13,170,176.

    13F-HR 0001941040-24-000442 filed by Heritage Wealth Management, Inc. /CA/
    Filed (acceptance time not in the bulk data set), ingested

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