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Plum Street Advisors, LLC: AVLV position timeline

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

Plum Street Advisors, LLC held 40,871 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 40,871 shares
    Change vs previous 13F +6,842 shares

    1.19% of the 13F portfolio, value $3,727,844.

    13F-HR 0002068236-26-000003 filed by Plum Street Advisors, 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 34,029 shares
    Change vs previous 13F +6,237 shares

    0.95% of the 13F portfolio, value $2,743,078.

    13F-HR 0002068236-26-000002 filed by Plum Street Advisors, 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 27,792 shares
    Change vs previous 13F +2,365 shares

    0.75% of the 13F portfolio, value $2,105,800.

    13F-HR 0002068236-26-000001 filed by Plum Street Advisors, 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 25,427 shares
    Change vs previous 13F +3,196 shares

    0.71% of the 13F portfolio, value $1,837,355.

    13F-HR 0002068236-25-000008 filed by Plum Street Advisors, 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 22,231 shares
    Change vs previous 13F +253 shares

    0.67% of the 13F portfolio, value $1,516,377.

    13F-HR 0002068236-25-000007 filed by Plum Street Advisors, 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 21,978 shares
    Change vs previous 13F +5,178 shares

    0.69% of the 13F portfolio, value $1,433,185.

    13F-HR 0002068236-25-000006 filed by Plum Street Advisors, 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 16,800 shares
    Change vs previous 13F +12,529 shares

    0.55% of the 13F portfolio, value $1,121,736.

    13F-HR 0002068236-25-000005 filed by Plum Street Advisors, 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 4,271 shares
    Change vs previous 13F not available

    0.14% of the 13F portfolio, value $281,160.

    13F-HR 0002068236-25-000004 filed by Plum Street Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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