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Perigon Wealth Management, LLC: AVLV position timeline

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

Perigon Wealth Management, LLC held 203,328 AVLV shares at 2026-06-30 per its 13F-HR filed 2026-08-07.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 203,328 shares
    Change vs previous 13F +12,965 shares

    0.29% of the 13F portfolio, value $18,545,573.

    13F-HR 0001951757-26-001189 filed by Perigon 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 190,363 shares
    Change vs previous 13F +19,758 shares

    0.28% of the 13F portfolio, value $15,345,164.

    13F-HR 0001951757-26-000567 filed by Perigon 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 170,605 shares
    Change vs previous 13F +2,051 shares

    0.23% of the 13F portfolio, value $12,926,776.

    13F-HR 0001951757-26-000202 filed by Perigon 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 168,554 shares
    Change vs previous 13F +3,736 shares

    0.25% of the 13F portfolio, value $12,179,727.

    13F-HR 0001951757-25-001161 filed by Perigon 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 164,818 shares
    Change vs previous 13F -1,744 shares

    0.26% of the 13F portfolio, value $11,242,214.

    13F-HR 0001951757-25-000869 filed by Perigon 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 166,562 shares
    Change vs previous 13F -5,265 shares

    0.28% of the 13F portfolio, value $10,861,513.

    13F-HR 0001951757-25-000439 filed by Perigon 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 171,827 shares
    Change vs previous 13F +29,818 shares

    0.29% of the 13F portfolio, value $11,847,457.

    13F-HR 0001951757-25-000106 filed by Perigon 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 142,009 shares
    Change vs previous 13F not available

    0.25% of the 13F portfolio, value $9,348,488.

    13F-HR 0001951757-24-001054 filed by Perigon Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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