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Pine Harbor Wealth Management, LLC: AVLV position timeline

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

Pine Harbor Wealth Management, LLC held 194,067 AVLV shares at 2026-06-30 per its 13F-HR filed 2026-08-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 194,067 shares
    Change vs previous 13F +6,359 shares

    4.74% of the 13F portfolio, value $17,700,868.

    13F-HR 0002016051-26-000004 filed by Pine Harbor 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 187,708 shares
    Change vs previous 13F +10,605 shares

    4.53% of the 13F portfolio, value $15,131,132.

    13F-HR 0002016051-26-000002 filed by Pine Harbor 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 177,103 shares
    Change vs previous 13F +30,655 shares

    4.11% of the 13F portfolio, value $13,419,129.

    13F-HR 0002016051-26-000001 filed by Pine Harbor 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 146,448 shares
    Change vs previous 13F +33,266 shares

    3.39% of the 13F portfolio, value $10,582,362.

    13F-HR 0001172661-25-004751 filed by Pine Harbor 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 113,182 shares
    Change vs previous 13F +23,220 shares

    2.72% of the 13F portfolio, value $7,720,189.

    13F-HR 0001172661-25-003368 filed by Pine Harbor 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 89,962 shares
    Change vs previous 13F +19,811 shares

    2.35% of the 13F portfolio, value $5,866,453.

    13F-HR 0001172661-25-001851 filed by Pine Harbor 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 70,151 shares
    Change vs previous 13F not available

    1.89% of the 13F portfolio, value $4,684,029.

    13F-HR 0001172661-25-000734 filed by Pine Harbor Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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