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PLANWISER FINANCIAL, LLC: AVIG position timeline

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

PLANWISER FINANCIAL, LLC held 90,260 AVIG 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 90,260 shares
    Change vs previous 13F +1,333 shares

    2.6% of the 13F portfolio, value $3,737,667.

    13F-HR 0002043741-26-000001 filed by PLANWISER FINANCIAL, 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 88,927 shares
    Change vs previous 13F -20,191 shares

    2.69% of the 13F portfolio, value $3,714,481.

    13F-HR 0001986152-26-000083 filed by PLANWISER FINANCIAL, 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/A 109,118 shares
    Change vs previous 13F +26,455 shares

    3.43% of the 13F portfolio, value $4,578,591.

    13F-HR/A 0001986152-26-000035 filed by PLANWISER FINANCIAL, 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 82,663 shares
    Change vs previous 13F +7,809 shares

    2.75% of the 13F portfolio, value $3,463,580.

    13F-HR 0001986152-25-000105 filed by PLANWISER FINANCIAL, 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 74,854 shares
    Change vs previous 13F -7,490 shares

    2.64% of the 13F portfolio, value $3,091,845.

    13F-HR 0001986152-25-000068 filed by PLANWISER FINANCIAL, 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 82,344 shares
    Change vs previous 13F not available

    3.06% of the 13F portfolio, value $3,378,987.

    13F-HR 0002043741-25-000001 filed by PLANWISER FINANCIAL, LLC
    Filed (acceptance time not in the bulk data set), ingested

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