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Disclosery

RICHARDS, MERRILL & PETERSON, INC.: AVA position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of RICHARDS, MERRILL & PETERSON, INC. on AVA, newest first. How the timeline and the estimate are built.

RICHARDS, MERRILL & PETERSON, INC. held 29,712 AVA shares at 2026-06-30 per its 13F-HR filed 2026-07-16.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 29,712 shares
    Change vs previous 13F -3,748 shares

    0.39% of the 13F portfolio, value $1,215,535.

    13F-HR 0001398344-26-012209 filed by RICHARDS, MERRILL & PETERSON, INC.
    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 33,460 shares
    Change vs previous 13F -674 shares

    0.49% of the 13F portfolio, value $1,343,094.

    13F-HR 0001398344-26-006641 filed by RICHARDS, MERRILL & PETERSON, INC.
    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 34,134 shares
    Change vs previous 13F -455 shares

    0.5% of the 13F portfolio, value $1,315,531.

    13F-HR 0001398344-26-001367 filed by RICHARDS, MERRILL & PETERSON, INC.
    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 34,589 shares
    Change vs previous 13F -2,482 shares

    0.56% of the 13F portfolio, value $1,307,819.

    13F-HR 0001398344-25-019212 filed by RICHARDS, MERRILL & PETERSON, INC.
    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 37,071 shares
    Change vs previous 13F -3,729 shares

    0.67% of the 13F portfolio, value $1,406,833.

    13F-HR 0001398344-25-014237 filed by RICHARDS, MERRILL & PETERSON, INC.
    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 40,800 shares
    Change vs previous 13F -776 shares

    0.89% of the 13F portfolio, value $1,708,309.

    13F-HR 0001398344-25-008901 filed by RICHARDS, MERRILL & PETERSON, INC.
    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 41,576 shares
    Change vs previous 13F not available

    0.8% of the 13F portfolio, value $1,522,918.

    13F-HR 0001398344-25-002691 filed by RICHARDS, MERRILL & PETERSON, INC.
    Filed (acceptance time not in the bulk data set), ingested

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