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Keyes, Stange & Wooten Wealth Management, LLC: AVLV position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Keyes, Stange & Wooten Wealth Management, LLC on AVLV, newest first. How the timeline and the estimate are built.

Keyes, Stange & Wooten Wealth Management, LLC held 139,604 AVLV shares at 2026-06-30 per its 13F-HR filed 2026-07-20.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 139,604 shares
    Change vs previous 13F -2,702 shares

    5.08% of the 13F portfolio, value $12,733,281.

    13F-HR 0001420506-26-001257 filed by Keyes, Stange & Wooten Wealth Management, 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 142,306 shares
    Change vs previous 13F +2,989 shares

    5.12% of the 13F portfolio, value $11,471,287.

    13F-HR 0001420506-26-000745 filed by Keyes, Stange & Wooten Wealth Management, 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 139,317 shares
    Change vs previous 13F -1,556 shares

    5% of the 13F portfolio, value $10,556,049.

    13F-HR 0001420506-26-000247 filed by Keyes, Stange & Wooten Wealth Management, 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 140,873 shares
    Change vs previous 13F +1,537 shares

    4.93% of the 13F portfolio, value $10,179,483.

    13F-HR 0001420506-25-003489 filed by Keyes, Stange & Wooten Wealth Management, 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 139,336 shares
    Change vs previous 13F +2,973 shares

    4.93% of the 13F portfolio, value $9,504,101.

    13F-HR 0001420506-25-001811 filed by Keyes, Stange & Wooten Wealth Management, 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 136,363 shares
    Change vs previous 13F +745 shares

    5.06% of the 13F portfolio, value $8,892,259.

    13F-HR 0001420506-25-000869 filed by Keyes, Stange & Wooten Wealth Management, 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 135,618 shares
    Change vs previous 13F +3,481 shares

    5.34% of the 13F portfolio, value $9,055,214.

    13F-HR 0001420506-25-000347 filed by Keyes, Stange & Wooten Wealth Management, 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 132,137 shares
    Change vs previous 13F not available

    5.16% of the 13F portfolio, value $8,698,579.

    13F-HR 0001420506-24-002282 filed by Keyes, Stange & Wooten Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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