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Disclosery

Keener Financial Planning LLC: AVLV position timeline

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

Keener Financial Planning LLC held 245,336 AVLV shares at 2026-06-30 per its 13F-HR filed 2026-07-31.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 245,336 shares
    Change vs previous 13F +14,479 shares

    8% of the 13F portfolio, value $22,377,000.

    13F-HR 0002004495-26-000003 filed by Keener Financial Planning 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 230,857 shares
    Change vs previous 13F +1,731 shares

    7.82% of the 13F portfolio, value $18,609,000.

    13F-HR 0002004495-26-000002 filed by Keener Financial Planning 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 229,126 shares
    Change vs previous 13F +16,298 shares

    7.5% of the 13F portfolio, value $17,360,000.

    13F-HR 0002004495-26-000001 filed by Keener Financial Planning 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 212,828 shares
    Change vs previous 13F +13,385 shares

    7.13% of the 13F portfolio, value $15,378,000.

    13F-HR 0002004495-25-000002 filed by Keener Financial Planning 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 199,443 shares
    Change vs previous 13F +41,849 shares

    6.78% of the 13F portfolio, value $13,604,000.

    13F-HR 0001907157-25-000035 filed by Keener Financial Planning 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 157,594 shares
    Change vs previous 13F -9,800 shares

    6.68% of the 13F portfolio, value $10,276,000.

    13F-HR 0001842974-25-000005 filed by Keener Financial Planning 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 167,394 shares
    Change vs previous 13F +21,431 shares

    6.6% of the 13F portfolio, value $11,176,000.

    13F-HR 0001907157-25-000004 filed by Keener Financial Planning 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 145,963 shares
    Change vs previous 13F not available

    6.29% of the 13F portfolio, value $9,608,000.

    13F-HR 0001792704-24-000017 filed by Keener Financial Planning LLC
    Filed (acceptance time not in the bulk data set), ingested

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