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Moisand Fitzgerald Tamayo, LLC: AVLV position timeline

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

Moisand Fitzgerald Tamayo, LLC held 1,374,353 AVLV shares at 2026-09-30 per its 13F-HR filed 2026-10-15.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 1,374,353 shares
    Change vs previous 13F +17,679 shares

    12.49% of the 13F portfolio, value $124,296,519.

    13F-HR 0001649107-26-000005 filed by Moisand Fitzgerald Tamayo, LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 1,356,674 shares
    Change vs previous 13F -1,880 shares

    12.08% of the 13F portfolio, value $123,742,277.

    13F-HR 0001649107-26-000003 filed by Moisand Fitzgerald Tamayo, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2026-03-31
    13F 1,358,554 shares
    Change vs previous 13F +219,614 shares

    11.77% of the 13F portfolio, value $109,513,021.

    13F-HR 0001649107-26-000002 filed by Moisand Fitzgerald Tamayo, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-12-31
    13F 1,138,940 shares
    Change vs previous 13F +47,118 shares

    9.75% of the 13F portfolio, value $86,297,489.

    13F-HR 0001649107-26-000001 filed by Moisand Fitzgerald Tamayo, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-09-30
    13F 1,091,822 shares
    Change vs previous 13F +65,260 shares

    9.3% of the 13F portfolio, value $78,895,027.

    13F-HR 0001649107-25-000005 filed by Moisand Fitzgerald Tamayo, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-06-30
    13F 1,026,562 shares
    Change vs previous 13F +117,846 shares

    8.86% of the 13F portfolio, value $70,021,808.

    13F-HR 0001649107-25-000004 filed by Moisand Fitzgerald Tamayo, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2025-03-31
    13F 908,716 shares
    Change vs previous 13F +56,319 shares

    8.2% of the 13F portfolio, value $59,257,380.

    13F-HR 0001649107-25-000002 filed by Moisand Fitzgerald Tamayo, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-12-31
    13F 852,397 shares
    Change vs previous 13F not available

    8.05% of the 13F portfolio, value $56,914,561.

    13F-HR 0001649107-25-000001 filed by Moisand Fitzgerald Tamayo, LLC
    Filed (acceptance time not in the bulk data set), ingested

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