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Disclosery

Midwest Heritage Bank, FSB: AVLV position timeline

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

Midwest Heritage Bank, FSB held 40,854 AVLV shares at 2026-06-30 per its 13F-HR filed 2026-07-28.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 40,854 shares
    Change vs previous 13F +468 shares

    1.06% of the 13F portfolio, value $3,726,262.

    13F-HR 0001906805-26-000004 filed by Midwest Heritage Bank, FSB
    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 40,386 shares
    Change vs previous 13F +2,410 shares

    1.04% of the 13F portfolio, value $3,255,554.

    13F-HR 0001906805-26-000002 filed by Midwest Heritage Bank, FSB
    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 37,976 shares
    Change vs previous 13F -160 shares

    0.99% of the 13F portfolio, value $2,877,415.

    13F-HR 0001906805-26-000001 filed by Midwest Heritage Bank, FSB
    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 38,136 shares
    Change vs previous 13F +280 shares

    0.98% of the 13F portfolio, value $2,755,716.

    13F-HR 0001906805-25-000006 filed by Midwest Heritage Bank, FSB
    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 37,856 shares
    Change vs previous 13F +3,749 shares

    0.97% of the 13F portfolio, value $2,582,145.

    13F-HR 0001906805-25-000004 filed by Midwest Heritage Bank, FSB
    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 34,107 shares
    Change vs previous 13F +17,020 shares

    0.92% of the 13F portfolio, value $2,224,126.

    13F-HR 0001906805-25-000003 filed by Midwest Heritage Bank, FSB
    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 17,087 shares
    Change vs previous 13F +13,502 shares

    0.53% of the 13F portfolio, value $1,140,880.

    13F-HR 0001906805-25-000001 filed by Midwest Heritage Bank, FSB
    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 3,585 shares
    Change vs previous 13F not available

    0.11% of the 13F portfolio, value $236,004.

    13F-HR 0001906805-24-000005 filed by Midwest Heritage Bank, FSB
    Filed (acceptance time not in the bulk data set), ingested

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