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Ridgeline Wealth, LLC: AVGV position timeline

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

Ridgeline Wealth, LLC held 8,445 AVGV shares at 2026-06-30 per its 13F-HR filed 2026-07-06.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 8,445 shares
    Change vs previous 13F +107 shares

    0.42% of the 13F portfolio, value $717,994.

    13F-HR 0001934226-26-000003 filed by Ridgeline Wealth, 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 8,338 shares
    Change vs previous 13F -53 shares

    0.46% of the 13F portfolio, value $646,529.

    13F-HR 0001934226-26-000002 filed by Ridgeline Wealth, 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 8,391 shares
    Change vs previous 13F -347 shares

    0.43% of the 13F portfolio, value $614,053.

    13F-HR 0001934226-26-000001 filed by Ridgeline Wealth, 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 8,738 shares
    Change vs previous 13F -69 shares

    0.45% of the 13F portfolio, value $614,613.

    13F-HR 0001934226-25-000008 filed by Ridgeline Wealth, 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 8,807 shares
    Change vs previous 13F -173,361 shares

    0.47% of the 13F portfolio, value $574,480.

    13F-HR 0001934226-25-000005 filed by Ridgeline Wealth, 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 182,168 shares
    Change vs previous 13F +24,576 shares

    9.41% of the 13F portfolio, value $11,070,665.

    13F-HR 0001934226-25-000003 filed by Ridgeline Wealth, 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 157,592 shares
    Change vs previous 13F not available

    7.83% of the 13F portfolio, value $9,610,311.

    13F-HR 0001934226-25-000001 filed by Ridgeline Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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