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MB Generational Wealth, LLC: AVLV position timeline

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

MB Generational Wealth, LLC held 126,413 AVLV shares at 2026-06-30 per its 13F-HR filed 2026-07-31.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 126,413 shares
    Change vs previous 13F -580 shares

    5.65% of the 13F portfolio, value $11,530,130.

    13F-HR 0002009056-26-000003 filed by MB Generational Wealth, 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 126,993 shares
    Change vs previous 13F -42 shares

    5.66% of the 13F portfolio, value $10,236,906.

    13F-HR 0002009056-26-000002 filed by MB Generational Wealth, 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 127,035 shares
    Change vs previous 13F +306 shares

    5.1% of the 13F portfolio, value $9,625,442.

    13F-HR 0002009056-26-000001 filed by MB Generational Wealth, 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 126,729 shares
    Change vs previous 13F -6,800 shares

    5.82% of the 13F portfolio, value $9,157,438.

    13F-HR 0002009056-25-000002 filed by MB Generational Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-03-31
    13F 133,529 shares
    Change vs previous 13F -568 shares

    6.5% of the 13F portfolio, value $8,707,426.

    13F-HR 0001085146-25-002546 filed by MB Generational Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2024-12-31
    13F 134,097 shares
    Change vs previous 13F -650 shares

    6.57% of the 13F portfolio, value $8,953,657.

    13F-HR 0001085146-25-000716 filed by MB Generational Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-09-30
    13F 134,747 shares
    Change vs previous 13F not available

    6.39% of the 13F portfolio, value $8,870,395.

    13F-HR 0001085146-24-005396 filed by MB Generational Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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