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Disclosery

MAI Capital Management: AVLV position timeline

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

MAI Capital Management held 2,551 AVLV shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 2,551 shares
    Change vs previous 13F +978 shares

    <0.01% of the 13F portfolio, value $232,685.

    13F-HR 0001172661-26-003680 filed by MAI Capital Management
    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 1,573 shares
    Change vs previous 13F -5,122 shares

    <0.01% of the 13F portfolio, value $126,772.

    13F-HR 0001040197-26-000002 filed by MAI Capital Management
    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 6,695 shares
    Change vs previous 13F -1,734 shares

    <0.01% of the 13F portfolio, value $507,290.

    13F-HR 0001040197-26-000001 filed by MAI Capital Management
    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 8,429 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $609,112.

    13F-HR 0001040197-25-000006 filed by MAI Capital Management
    Filed (acceptance time not in the bulk data set), ingested

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