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LGL PARTNERS, LLC: AIVL position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of LGL PARTNERS, LLC on AIVL, newest first. How the timeline and the estimate are built.

LGL PARTNERS, LLC held 2,909 AIVL shares at 2026-06-30 per its 13F-HR filed 2026-07-27.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 2,909 shares
    Change vs previous 13F -28 shares

    0.14% of the 13F portfolio, value $381,416.

    13F-HR 0001653202-26-000003 filed by LGL PARTNERS, 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 2,937 shares
    Change vs previous 13F +9 shares

    0.14% of the 13F portfolio, value $339,854.

    13F-HR 0001653202-26-000002 filed by LGL PARTNERS, 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 2,928 shares
    Change vs previous 13F +14 shares

    0.14% of the 13F portfolio, value $336,672.

    13F-HR 0001653202-26-000001 filed by LGL PARTNERS, 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 2,914 shares
    Change vs previous 13F +12 shares

    0.14% of the 13F portfolio, value $333,021.

    13F-HR 0001653202-25-000005 filed by LGL PARTNERS, 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 2,902 shares
    Change vs previous 13F +12 shares

    0.14% of the 13F portfolio, value $324,272.

    13F-HR 0001653202-25-000003 filed by LGL PARTNERS, 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 2,890 shares
    Change vs previous 13F -2,079 shares

    0.15% of the 13F portfolio, value $317,341.

    13F-HR 0001653202-25-000002 filed by LGL PARTNERS, 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 4,969 shares
    Change vs previous 13F +17 shares

    0.08% of the 13F portfolio, value $529,255.

    13F-HR 0000919574-25-000807 filed by LGL PARTNERS, 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 4,952 shares
    Change vs previous 13F not available

    0.08% of the 13F portfolio, value $551,170.

    13F-HR 0000919574-24-006273 filed by LGL PARTNERS, LLC
    Filed (acceptance time not in the bulk data set), ingested

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