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Disclosery

LPL Financial LLC: AVLV position timeline

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

LPL Financial LLC held 4,005,109 AVLV 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 4,005,109 shares
    Change vs previous 13F +908,754 shares

    0.08% of the 13F portfolio, value $365,305,928.

    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 3,096,355 shares
    Change vs previous 13F +487,926 shares

    0.07% of the 13F portfolio, value $249,597,158.

    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 2,608,429 shares
    Change vs previous 13F +31,266 shares

    0.05% of the 13F portfolio, value $197,640,613.

    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 2,577,163 shares
    Change vs previous 13F +216,115 shares

    0.05% of the 13F portfolio, value $186,225,772.

    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 2,361,048 shares
    Change vs previous 13F +79,411 shares

    0.05% of the 13F portfolio, value $161,047,066.

    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 2,281,637 shares
    Change vs previous 13F +374,215 shares

    0.06% of the 13F portfolio, value $148,785,558.

    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 1,907,422 shares
    Change vs previous 13F +388,222 shares

    0.05% of the 13F portfolio, value $127,358,546.

    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 1,519,200 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $100,008,928.

    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).