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Parkshore Wealth Management, Inc.: AVLV position timeline

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

Parkshore Wealth Management, Inc. held 21,475 AVLV shares at 2026-09-30 per its 13F-HR filed 2026-10-13.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 21,475 shares
    Change vs previous 13F -1,609 shares

    0.49% of the 13F portfolio, value $1,942,196.

    13F-HR 0001172661-26-004510 filed by Parkshore Wealth Management, Inc.
    Accepted , ingested

  2. period ended2026-06-30
    13F 23,084 shares
    Change vs previous 13F -550 shares

    0.6% of the 13F portfolio, value $2,105,486.

    13F-HR 0001172661-26-003140 filed by Parkshore Wealth Management, Inc.
    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 23,634 shares
    Change vs previous 13F -130 shares

    0.64% of the 13F portfolio, value $1,905,119.

    13F-HR 0001172661-26-001776 filed by Parkshore Wealth Management, Inc.
    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 23,764 shares
    Change vs previous 13F +89 shares

    0.68% of the 13F portfolio, value $1,800,606.

    13F-HR 0001172661-26-000530 filed by Parkshore Wealth Management, Inc.
    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 23,675 shares
    Change vs previous 13F -1,069 shares

    0.7% of the 13F portfolio, value $1,710,753.

    13F-HR 0001172661-25-004783 filed by Parkshore Wealth Management, Inc.
    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 24,744 shares
    Change vs previous 13F -3,478 shares

    0.82% of the 13F portfolio, value $1,687,761.

    13F-HR 0001172661-25-002572 filed by Parkshore Wealth Management, Inc.
    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 28,222 shares
    Change vs previous 13F +372 shares

    1.07% of the 13F portfolio, value $1,840,343.

    13F-HR 0001172661-25-002430 filed by Parkshore Wealth Management, Inc.
    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 27,850 shares
    Change vs previous 13F not available

    1.12% of the 13F portfolio, value $1,859,562.

    13F-HR 0001172661-25-001105 filed by Parkshore Wealth Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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