MISSION WEALTH MANAGEMENT, LP: AVLV position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of MISSION WEALTH MANAGEMENT, LP on AVLV, newest first. How the timeline and the estimate are built.
MISSION WEALTH MANAGEMENT, LP held 8,707 AVLV shares at 2026-06-30 per its 13F-HR filed 2026-07-20.
the latest 13F is the newest step
- period ended2026-06-3013F 8,707 sharesChange vs previous 13F +792 shares
0.01% of the 13F portfolio, value $794,193.
13F-HR 0001172661-26-002692 filed by MISSION WEALTH MANAGEMENT, LP
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 7,915 sharesChange vs previous 13F -464 shares
0.01% of the 13F portfolio, value $638,033.
13F-HR 0001172661-26-002211 filed by MISSION WEALTH MANAGEMENT, LP
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 8,379 sharesChange vs previous 13F -602 shares
0.01% of the 13F portfolio, value $634,880.
13F-HR 0001172661-26-000497 filed by MISSION WEALTH MANAGEMENT, LP
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 8,981 sharesChange vs previous 13F -2,962 shares
0.01% of the 13F portfolio, value $648,968.
13F-HR 0001172661-25-004574 filed by MISSION WEALTH MANAGEMENT, LP
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 11,943 sharesChange vs previous 13F not available
0.02% of the 13F portfolio, value $814,616.
13F-HR 0001172661-25-002879 filed by MISSION WEALTH MANAGEMENT, LP
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).