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Level Financial Advisors: AVLV position timeline

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

Level Financial Advisors held 7,256 AVLV shares at 2026-06-30 per its 13F-HR filed 2026-07-15.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 7,256 shares
    Change vs previous 13F +225 shares

    0.15% of the 13F portfolio, value $661,855.

    13F-HR 0001871734-26-000003 filed by Level Financial Advisors
    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 7,031 shares
    Change vs previous 13F -143 shares

    0.14% of the 13F portfolio, value $566,756.

    13F-HR 0001871734-26-000002 filed by Level Financial Advisors
    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 7,174 shares
    Change vs previous 13F +128 shares

    0.14% of the 13F portfolio, value $543,600.

    13F-HR 0001871734-26-000001 filed by Level Financial Advisors
    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 7,046 shares
    Change vs previous 13F +509 shares

    0.14% of the 13F portfolio, value $509,122.

    13F-HR 0001871734-25-000006 filed by Level Financial Advisors
    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 6,537 shares
    Change vs previous 13F +1,121 shares

    0.14% of the 13F portfolio, value $445,906.

    13F-HR 0001871734-25-000003 filed by Level Financial Advisors
    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 5,416 shares
    Change vs previous 13F +2,260 shares

    0.12% of the 13F portfolio, value $353,174.

    13F-HR 0001871734-25-000002 filed by Level Financial Advisors
    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 3,156 shares
    Change vs previous 13F not available

    0.08% of the 13F portfolio, value $210,748.

    13F-HR 0001871734-25-000001 filed by Level Financial Advisors
    Filed (acceptance time not in the bulk data set), ingested

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