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Ruggaard & Associates LLC: AVLV position timeline

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

Ruggaard & Associates LLC held 20,344 AVLV shares at 2026-06-30 per its 13F-HR filed 2026-08-17.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 20,344 shares
    Change vs previous 13F +95 shares

    0.67% of the 13F portfolio, value $1,855,543.

    13F-HR 0001971230-26-000003 filed by Ruggaard & Associates 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 20,249 shares
    Change vs previous 13F -127 shares

    0.65% of the 13F portfolio, value $1,632,244.

    13F-HR 0001971230-26-000002 filed by Ruggaard & Associates 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 20,376 shares
    Change vs previous 13F +354 shares

    0.61% of the 13F portfolio, value $1,543,888.

    13F-HR 0001971230-26-000001 filed by Ruggaard & Associates 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 20,022 shares
    Change vs previous 13F +149 shares

    0.54% of the 13F portfolio, value $1,446,798.

    13F-HR 0001971230-25-000006 filed by Ruggaard & Associates 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 19,873 shares
    Change vs previous 13F +121 shares

    0.54% of the 13F portfolio, value $1,355,533.

    13F-HR 0001971230-25-000005 filed by Ruggaard & Associates 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 19,752 shares
    Change vs previous 13F not available

    0.56% of the 13F portfolio, value $1,288,057.

    13F-HR 0001971230-25-000002 filed by Ruggaard & Associates LLC
    Filed (acceptance time not in the bulk data set), ingested

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