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Disclosery

ORBA Wealth Advisors, L.L.C.: AVLV position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of ORBA Wealth Advisors, L.L.C. on AVLV, newest first. How the timeline and the estimate are built.

ORBA Wealth Advisors, L.L.C. held 28,462 AVLV shares at 2026-06-30 per its 13F-HR filed 2026-07-24.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 28,462 shares
    Change vs previous 13F +16,001 shares

    2.22% of the 13F portfolio, value $2,596,000.

    13F-HR 0002010248-26-000003 filed by ORBA Wealth Advisors, L.L.C.
    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 12,461 shares
    Change vs previous 13F -562 shares

    1.2% of the 13F portfolio, value $1,004,484.

    13F-HR 0002010248-26-000002 filed by ORBA Wealth Advisors, L.L.C.
    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 13,023 shares
    Change vs previous 13F +6,099 shares

    0.86% of the 13F portfolio, value $986,751.

    13F-HR 0002010248-26-000001 filed by ORBA Wealth Advisors, L.L.C.
    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 6,924 shares
    Change vs previous 13F not available

    0.41% of the 13F portfolio, value $500,327.

    13F-HR 0002010248-25-000003 filed by ORBA Wealth Advisors, L.L.C.
    Filed (acceptance time not in the bulk data set), ingested

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