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Ruedi Wealth Management, Inc.: AVLV position timeline

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

Ruedi Wealth Management, Inc. held 47,015 AVLV shares at 2026-06-30 per its 13F-HR filed 2026-07-29.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 47,015 shares
    Change vs previous 13F -36 shares

    1.01% of the 13F portfolio, value $4,288,238.

    13F-HR 0001940678-26-000003 filed by Ruedi Wealth Management, 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 47,051 shares
    Change vs previous 13F -131 shares

    0.98% of the 13F portfolio, value $3,792,781.

    13F-HR 0001940678-26-000002 filed by Ruedi Wealth Management, 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 47,182 shares
    Change vs previous 13F +510 shares

    0.94% of the 13F portfolio, value $3,574,980.

    13F-HR 0001940678-26-000001 filed by Ruedi Wealth Management, 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 46,672 shares
    Change vs previous 13F +1,371 shares

    0.94% of the 13F portfolio, value $3,372,519.

    13F-HR 0001940678-25-000007 filed by Ruedi Wealth Management, 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 45,301 shares
    Change vs previous 13F +43,492 shares

    0.92% of the 13F portfolio, value $3,089,981.

    13F-HR 0001940678-25-000003 filed by Ruedi Wealth Management, 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 1,809 shares
    Change vs previous 13F -1,661 shares

    0.04% of the 13F portfolio, value $117,965.

    13F-HR 0001940678-25-000001 filed by Ruedi Wealth Management, 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 3,470 shares
    Change vs previous 13F 0 shares

    0.07% of the 13F portfolio, value $231,692.

    13F-HR 0002046822-25-000002 filed by Ruedi Wealth Management, Inc.
    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 3,470 shares
    Change vs previous 13F not available

    0.08% of the 13F portfolio, value $228,430.

    13F-HR 0001940678-24-000005 filed by Ruedi Wealth Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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