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Ridgeline Wealth, LLC: AVLV position timeline

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

Ridgeline Wealth, LLC held 122,012 AVLV shares at 2026-09-30 per its 13F-HR filed 2026-10-14.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 122,012 shares
    Change vs previous 13F +4,811 shares

    6.43% of the 13F portfolio, value $11,350,785.

    13F-HR 0001934226-26-000005 filed by Ridgeline Wealth, LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 117,201 shares
    Change vs previous 13F +4,117 shares

    6.25% of the 13F portfolio, value $10,689,903.

    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).

  3. period ended2026-03-31
    13F 113,084 shares
    Change vs previous 13F +1,038 shares

    6.53% of the 13F portfolio, value $9,115,701.

    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).

  4. period ended2025-12-31
    13F 112,046 shares
    Change vs previous 13F +6,442 shares

    5.89% of the 13F portfolio, value $8,489,725.

    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).

  5. period ended2025-09-30
    13F 105,604 shares
    Change vs previous 13F +6,115 shares

    5.63% of the 13F portfolio, value $7,630,929.

    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).

  6. period ended2025-06-30
    13F 99,489 shares
    Change vs previous 13F not available

    5.53% of the 13F portfolio, value $6,786,146.

    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).