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Disclosery

McMill Wealth Management: AVLV position timeline

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

McMill Wealth Management held 291,738 AVLV shares at 2026-06-30 per its 13F-HR/A filed 2026-08-17.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F/A 291,738 shares
    Change vs previous 13F +1,955 shares

    6.47% of the 13F portfolio, value $26,609,383.

    13F-HR/A 0002056447-26-000004 filed by McMill Wealth 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 289,783 shares
    Change vs previous 13F +20,541 shares

    6.21% of the 13F portfolio, value $23,359,423.

    13F-HR 0002056447-26-000002 filed by McMill Wealth 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 269,242 shares
    Change vs previous 13F +14,264 shares

    5.74% of the 13F portfolio, value $20,400,437.

    13F-HR 0002056447-26-000001 filed by McMill Wealth 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 254,978 shares
    Change vs previous 13F +66,705 shares

    5.25% of the 13F portfolio, value $18,424,738.

    13F-HR 0002056447-25-000007 filed by McMill Wealth Management
    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 188,273 shares
    Change vs previous 13F +16,998 shares

    4.25% of the 13F portfolio, value $12,819,462.

    13F-HR 0002056447-25-000005 filed by McMill Wealth Management
    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 171,275 shares
    Change vs previous 13F +24,485 shares

    4.03% of the 13F portfolio, value $11,168,820.

    13F-HR 0002056447-25-000003 filed by McMill Wealth Management
    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 146,790 shares
    Change vs previous 13F not available

    3.97% of the 13F portfolio, value $9,801,168.

    13F-HR 0002056447-25-000001 filed by McMill Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

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