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Midwest Financial Group LLC: AVLV position timeline

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

Midwest Financial Group LLC held 79,903 AVLV shares at 2026-06-30 per its 13F-HR filed 2026-07-21.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 79,903 shares
    Change vs previous 13F +10,139 shares

    2.56% of the 13F portfolio, value $7,287,996.

    13F-HR 0001967193-26-000008 filed by Midwest Financial Group 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 69,764 shares
    Change vs previous 13F +2,235 shares

    2.4% of the 13F portfolio, value $5,623,655.

    13F-HR 0001967193-26-000005 filed by Midwest Financial Group 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 67,529 shares
    Change vs previous 13F +2,532 shares

    2.26% of the 13F portfolio, value $5,116,692.

    13F-HR 0001967193-26-000002 filed by Midwest Financial Group 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 64,997 shares
    Change vs previous 13F +1,934 shares

    2.24% of the 13F portfolio, value $4,696,659.

    13F-HR 0001967193-25-000004 filed by Midwest Financial Group 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 63,063 shares
    Change vs previous 13F -61 shares

    2.26% of the 13F portfolio, value $4,301,546.

    13F-HR 0001085146-25-003963 filed by Midwest Financial Group 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 63,124 shares
    Change vs previous 13F -1,318 shares

    2.39% of the 13F portfolio, value $4,116,296.

    13F-HR 0001085146-25-002227 filed by Midwest Financial Group 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 64,442 shares
    Change vs previous 13F +6,725 shares

    2.47% of the 13F portfolio, value $4,302,787.

    13F-HR 0001085146-25-000346 filed by Midwest Financial Group LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-09-30
    13F 57,717 shares
    Change vs previous 13F not available

    2.23% of the 13F portfolio, value $3,800,000.

    13F-HR 0001085146-24-004978 filed by Midwest Financial Group LLC
    Filed (acceptance time not in the bulk data set), ingested

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