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Paladin Advisory Group, LLC: AVLV position timeline

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

Paladin Advisory Group, LLC held 61,741 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 61,741 shares
    Change vs previous 13F +304 shares

    3.74% of the 13F portfolio, value $5,631,397.

    13F-HR 0001899703-26-000006 filed by Paladin Advisory Group, 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 61,437 shares
    Change vs previous 13F +438 shares

    3.77% of the 13F portfolio, value $4,952,437.

    13F-HR 0001899703-26-000005 filed by Paladin Advisory Group, 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 60,999 shares
    Change vs previous 13F -1,331 shares

    3.38% of the 13F portfolio, value $4,621,894.

    13F-HR 0001899703-26-000001 filed by Paladin Advisory Group, 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 62,330 shares
    Change vs previous 13F +4,655 shares

    3.51% of the 13F portfolio, value $4,503,966.

    13F-HR 0001899703-25-000006 filed by Paladin Advisory Group, 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 57,675 shares
    Change vs previous 13F -1,840 shares

    3% of the 13F portfolio, value $3,934,012.

    13F-HR 0001899703-25-000004 filed by Paladin Advisory Group, 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 59,515 shares
    Change vs previous 13F +113 shares

    3.11% of the 13F portfolio, value $3,880,973.

    13F-HR 0001899703-25-000002 filed by Paladin Advisory Group, 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 59,402 shares
    Change vs previous 13F +724 shares

    3.04% of the 13F portfolio, value $3,966,272.

    13F-HR 0001899703-25-000001 filed by Paladin Advisory Group, 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 58,678 shares
    Change vs previous 13F not available

    2.85% of the 13F portfolio, value $3,862,773.

    13F-HR 0001899703-24-000005 filed by Paladin Advisory Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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