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LPL Financial LLC: AVA position timeline

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

LPL Financial LLC held 51,109 AVA shares at 2026-06-30 per its 13F-HR filed 2026-08-07.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 51,109 shares
    Change vs previous 13F -7,251 shares

    <0.01% of the 13F portfolio, value $2,090,886.

    13F-HR 0001403438-26-000004 filed by LPL Financial 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 58,360 shares
    Change vs previous 13F +1,269 shares

    <0.01% of the 13F portfolio, value $2,342,553.

    13F-HR 0001403438-26-000002 filed by LPL Financial 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 57,091 shares
    Change vs previous 13F -1,037 shares

    <0.01% of the 13F portfolio, value $2,200,296.

    13F-HR 0001403438-26-000001 filed by LPL Financial 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 58,128 shares
    Change vs previous 13F +199 shares

    <0.01% of the 13F portfolio, value $2,197,801.

    13F-HR 0001403438-25-000006 filed by LPL Financial 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 57,929 shares
    Change vs previous 13F +7,719 shares

    <0.01% of the 13F portfolio, value $2,198,416.

    13F-HR 0001403438-25-000005 filed by LPL Financial 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 50,210 shares
    Change vs previous 13F +14,919 shares

    <0.01% of the 13F portfolio, value $2,102,308.

    13F-HR 0001403438-25-000003 filed by LPL Financial 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 35,291 shares
    Change vs previous 13F +7,753 shares

    <0.01% of the 13F portfolio, value $1,292,704.

    13F-HR 0001403438-25-000002 filed by LPL Financial 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 27,538 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $1,067,105.

    13F-HR 0001403438-24-000004 filed by LPL Financial LLC
    Filed (acceptance time not in the bulk data set), ingested

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