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Disclosery

M Wealth Management, LLC: AVGV position timeline

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

M Wealth Management, LLC held 26,914 AVGV 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 26,914 shares
    Change vs previous 13F +24 shares

    1.8% of the 13F portfolio, value $2,288,229.

    13F-HR 0001172661-26-002811 filed by M 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 26,890 shares
    Change vs previous 13F -3,167 shares

    1.76% of the 13F portfolio, value $2,085,051.

    13F-HR 0001172661-26-002210 filed by M 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 30,057 shares
    Change vs previous 13F +1,373 shares

    1.91% of the 13F portfolio, value $2,199,535.

    13F-HR 0001172661-26-000383 filed by M 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 28,684 shares
    Change vs previous 13F -1,816 shares

    1.77% of the 13F portfolio, value $2,017,573.

    13F-HR 0001172661-25-004346 filed by M 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 30,500 shares
    Change vs previous 13F -7,594 shares

    1.83% of the 13F portfolio, value $1,989,512.

    13F-HR 0001172661-25-003023 filed by M 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 38,094 shares
    Change vs previous 13F +6,692 shares

    2.16% of the 13F portfolio, value $2,315,038.

    13F-HR 0001172661-25-001922 filed by M 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 31,402 shares
    Change vs previous 13F not available

    1.75% of the 13F portfolio, value $1,914,960.

    13F-HR 0001172661-25-000326 filed by M Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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