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Pasadena Private Wealth, LLC: AVLV position timeline

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

Pasadena Private Wealth, LLC held 50,286 AVLV shares at 2026-06-30 per its 13F-HR filed 2026-08-11.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 50,286 shares
    Change vs previous 13F -3,876 shares

    0.59% of the 13F portfolio, value $4,586,603.

    13F-HR 0002073679-26-000083 filed by Pasadena Private Wealth, 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 54,162 shares
    Change vs previous 13F +8,554 shares

    0.61% of the 13F portfolio, value $4,366,009.

    13F-HR 0002073679-26-000047 filed by Pasadena Private Wealth, 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 45,608 shares
    Change vs previous 13F -1,234 shares

    0.47% of the 13F portfolio, value $3,455,699.

    13F-HR 0002073679-26-000020 filed by Pasadena Private Wealth, 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 46,842 shares
    Change vs previous 13F -964 shares

    0.49% of the 13F portfolio, value $3,384,796.

    13F-HR 0001760578-25-000008 filed by Pasadena Private Wealth, 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 47,806 shares
    Change vs previous 13F -4,667 shares

    0.56% of the 13F portfolio, value $3,260,877.

    13F-HR 0001760578-25-000004 filed by Pasadena Private Wealth, 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 52,473 shares
    Change vs previous 13F -3,126 shares

    0.66% of the 13F portfolio, value $3,421,762.

    13F-HR 0001760578-25-000003 filed by Pasadena Private Wealth, 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 55,599 shares
    Change vs previous 13F +5,449 shares

    0.76% of the 13F portfolio, value $3,712,315.

    13F-HR 0001760578-25-000002 filed by Pasadena Private Wealth, 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 50,150 shares
    Change vs previous 13F not available

    0.7% of the 13F portfolio, value $3,301,394.

    13F-HR 0001760578-24-000002 filed by Pasadena Private Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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