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Disclosery

McLean Asset Management Corp: AVLV position timeline

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

McLean Asset Management Corp held 156,329 AVLV shares at 2026-06-30 per its 13F-HR filed 2026-08-12.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 156,329 shares
    Change vs previous 13F +13,796 shares

    1.9% of the 13F portfolio, value $14,407,259.

    13F-HR 0001833140-26-000003 filed by McLean Asset Management Corp
    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 142,533 shares
    Change vs previous 13F +33,962 shares

    2.01% of the 13F portfolio, value $11,489,571.

    13F-HR 0001833140-26-000002 filed by McLean Asset Management Corp
    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 108,571 shares
    Change vs previous 13F +44,306 shares

    1.53% of the 13F portfolio, value $8,568,456.

    13F-HR 0001833140-26-000001 filed by McLean Asset Management Corp
    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 64,265 shares
    Change vs previous 13F not available

    0.96% of the 13F portfolio, value $4,670,142.

    13F-HR 0001833140-25-000010 filed by McLean Asset Management Corp
    Filed (acceptance time not in the bulk data set), ingested

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