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Disclosery

Plancorp, LLC: AVLC position timeline

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

Plancorp, LLC held 36,272 AVLC shares at 2026-06-30 per its 13F-HR filed 2026-07-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 36,272 shares
    Change vs previous 13F +5 shares

    0.08% of the 13F portfolio, value $3,249,631.

    13F-HR 0001754960-26-000517 filed by Plancorp, 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 36,267 shares
    Change vs previous 13F +1,103 shares

    0.08% of the 13F portfolio, value $2,938,021.

    13F-HR 0001754960-26-000252 filed by Plancorp, 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 35,164 shares
    Change vs previous 13F +5 shares

    0.08% of the 13F portfolio, value $2,764,570.

    13F-HR 0001754960-26-000156 filed by Plancorp, 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 35,159 shares
    Change vs previous 13F +1,004 shares

    0.08% of the 13F portfolio, value $2,689,978.

    13F-HR 0001754960-25-000672 filed by Plancorp, 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 34,155 shares
    Change vs previous 13F +1,505 shares

    0.08% of the 13F portfolio, value $2,426,385.

    13F-HR 0001754960-25-000402 filed by Plancorp, 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 32,650 shares
    Change vs previous 13F +3,485 shares

    0.08% of the 13F portfolio, value $2,096,130.

    13F-HR 0001879202-25-000022 filed by Plancorp, 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 29,165 shares
    Change vs previous 13F 0 shares

    0.08% of the 13F portfolio, value $1,970,096.

    13F-HR 0001879202-25-000003 filed by Plancorp, 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 29,165 shares
    Change vs previous 13F not available

    0.08% of the 13F portfolio, value $1,925,473.

    13F-HR 0001879202-24-000057 filed by Plancorp, LLC
    Filed (acceptance time not in the bulk data set), ingested

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