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Herold Advisors, Inc.: AVLV position timeline

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

Herold Advisors, Inc. held 41,231 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 41,231 shares
    Change vs previous 13F +5,758 shares

    0.74% of the 13F portfolio, value $3,762,000.

    13F-HR 0001172661-26-002737 filed by Herold Advisors, 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 35,473 shares
    Change vs previous 13F +3,143 shares

    0.63% of the 13F portfolio, value $2,859,462.

    13F-HR 0001172661-26-001982 filed by Herold Advisors, 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 32,330 shares
    Change vs previous 13F -138 shares

    0.55% of the 13F portfolio, value $2,449,670.

    13F-HR 0001172661-26-001090 filed by Herold Advisors, 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 32,468 shares
    Change vs previous 13F +4,088 shares

    0.54% of the 13F portfolio, value $2,346,192.

    13F-HR 0001172661-25-004762 filed by Herold Advisors, 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 28,380 shares
    Change vs previous 13F -3,761 shares

    0.41% of the 13F portfolio, value $1,935,829.

    13F-HR 0001172661-25-003383 filed by Herold Advisors, 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 32,141 shares
    Change vs previous 13F +1,367 shares

    0.46% of the 13F portfolio, value $2,095,969.

    13F-HR 0001172661-25-001744 filed by Herold Advisors, 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 30,774 shares
    Change vs previous 13F +676 shares

    0.45% of the 13F portfolio, value $2,054,798.

    13F-HR 0001172661-25-001072 filed by Herold Advisors, 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 30,098 shares
    Change vs previous 13F not available

    0.43% of the 13F portfolio, value $1,981,391.

    13F-HR 0001172661-24-005010 filed by Herold Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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