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Moran Wealth Management, LLC: AVPT position timeline

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

Moran Wealth Management, LLC held 114,035 AVPT shares at 2026-06-30 per its 13F-HR filed 2026-08-05.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 114,035 shares
    Change vs previous 13F +29,741 shares

    0.03% of the 13F portfolio, value $1,278,332.

    13F-HR 0001965334-26-000004 filed by Moran Wealth Management, 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 84,294 shares
    Change vs previous 13F +29,305 shares

    0.02% of the 13F portfolio, value $801,636.

    13F-HR 0002085853-26-000507 filed by Moran Wealth Management, 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 54,989 shares
    Change vs previous 13F +5,692 shares

    0.02% of the 13F portfolio, value $763,797.

    13F-HR 0002085853-26-000091 filed by Moran Wealth Management, 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 49,297 shares
    Change vs previous 13F +2,673 shares

    0.02% of the 13F portfolio, value $739,948.

    13F-HR 0002085853-25-000149 filed by Moran Wealth Management, 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 46,624 shares
    Change vs previous 13F -1,006 shares

    0.03% of the 13F portfolio, value $900,309.

    13F-HR 0001667731-25-000988 filed by Moran Wealth Management, 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 47,630 shares
    Change vs previous 13F -1,941 shares

    0.02% of the 13F portfolio, value $687,777.

    13F-HR 0001667731-25-000498 filed by Moran Wealth Management, 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 49,571 shares
    Change vs previous 13F +1,083 shares

    0.03% of the 13F portfolio, value $818,417.

    13F-HR 0001667731-25-000219 filed by Moran Wealth Management, 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 48,488 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $570,704.

    13F-HR 0001221073-24-000098 filed by Moran Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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