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Highland Financial Advisors, LLC: AVIG position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Highland Financial Advisors, LLC on AVIG, newest first. How the timeline and the estimate are built.

Highland Financial Advisors, LLC held 594,740 AVIG shares at 2026-06-30 per its 13F-HR filed 2026-07-09.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 594,740 shares
    Change vs previous 13F +29,908 shares

    5.42% of the 13F portfolio, value $24,628,176.

    13F-HR 0002063364-26-000184 filed by Highland Financial Advisors, 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 564,832 shares
    Change vs previous 13F +35,117 shares

    6.2% of the 13F portfolio, value $23,463,112.

    13F-HR 0002063364-26-000113 filed by Highland Financial Advisors, 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 529,715 shares
    Change vs previous 13F +7,249 shares

    6.16% of the 13F portfolio, value $22,207,250.

    13F-HR 0002063364-26-000024 filed by Highland Financial Advisors, 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 522,466 shares
    Change vs previous 13F +14,522 shares

    6.3% of the 13F portfolio, value $21,985,352.

    13F-HR 0002063364-25-000254 filed by Highland Financial Advisors, 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 507,944 shares
    Change vs previous 13F +3,971 shares

    6.79% of the 13F portfolio, value $21,140,643.

    13F-HR 0002063364-25-000133 filed by Highland Financial Advisors, 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 503,973 shares
    Change vs previous 13F +11,861 shares

    7.46% of the 13F portfolio, value $20,859,460.

    13F-HR 0002063364-25-000011 filed by Highland Financial Advisors, 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 492,112 shares
    Change vs previous 13F +17,349 shares

    6.92% of the 13F portfolio, value $19,965,000.

    13F-HR 0001939237-25-000002 filed by Highland Financial Advisors, 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 474,763 shares
    Change vs previous 13F not available

    7.17% of the 13F portfolio, value $20,182,000.

    13F-HR 0001939237-24-000012 filed by Highland Financial Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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