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Investment Advisory Group, LLC: AVLV position timeline

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

Investment Advisory Group, LLC held 68,422 AVLV shares at 2026-06-30 per its 13F-HR filed 2026-08-06.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 68,422 shares
    Change vs previous 13F +549 shares

    1.35% of the 13F portfolio, value $6,240,771.

    13F-HR 0001951757-26-001112 filed by Investment Advisory Group, 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 67,873 shares
    Change vs previous 13F +6,957 shares

    1.39% of the 13F portfolio, value $5,471,243.

    13F-HR 0001951757-26-000704 filed by Investment Advisory Group, 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 60,916 shares
    Change vs previous 13F +43,539 shares

    1.19% of the 13F portfolio, value $4,615,605.

    13F-HR 0001951757-26-000283 filed by Investment Advisory Group, 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 17,377 shares
    Change vs previous 13F +5,293 shares

    0.34% of the 13F portfolio, value $1,255,662.

    13F-HR 0001951757-25-001244 filed by Investment Advisory Group, 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 12,084 shares
    Change vs previous 13F +1,254 shares

    0.25% of the 13F portfolio, value $824,250.

    13F-HR 0001951757-25-000952 filed by Investment Advisory Group, 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 10,830 shares
    Change vs previous 13F +1,810 shares

    0.24% of the 13F portfolio, value $706,224.

    13F-HR 0001951757-25-000353 filed by Investment Advisory Group, 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 9,020 shares
    Change vs previous 13F +1,680 shares

    0.2% of the 13F portfolio, value $602,265.

    13F-HR 0001951757-25-000066 filed by Investment Advisory Group, 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 7,340 shares
    Change vs previous 13F not available

    0.17% of the 13F portfolio, value $483,192.

    13F-HR 0001951757-24-001033 filed by Investment Advisory Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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