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SAGE RHINO CAPITAL LLC: AVLV position timeline

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

SAGE RHINO CAPITAL LLC held 128,798 AVLV shares at 2026-06-30 per its 13F-HR filed 2026-08-03.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 128,798 shares
    Change vs previous 13F +1,585 shares

    1.93% of the 13F portfolio, value $11,747,653.

    13F-HR 0001771605-26-000004 filed by SAGE RHINO CAPITAL 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 127,213 shares
    Change vs previous 13F -6,864 shares

    1.92% of the 13F portfolio, value $10,254,646.

    13F-HR 0001771605-26-000002 filed by SAGE RHINO CAPITAL 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 134,077 shares
    Change vs previous 13F -4,187 shares

    1.92% of the 13F portfolio, value $10,158,981.

    13F-HR 0001771605-26-000001 filed by SAGE RHINO CAPITAL 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 138,264 shares
    Change vs previous 13F -2,523 shares

    1.93% of the 13F portfolio, value $9,990,930.

    13F-HR 0001771605-25-000002 filed by SAGE RHINO CAPITAL 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 140,787 shares
    Change vs previous 13F -13,081 shares

    2.03% of the 13F portfolio, value $9,603,062.

    13F-HR 0001085146-25-003912 filed by SAGE RHINO CAPITAL 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 153,868 shares
    Change vs previous 13F +5,081 shares

    2.33% of the 13F portfolio, value $10,033,757.

    13F-HR 0001085146-25-002506 filed by SAGE RHINO CAPITAL 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 148,787 shares
    Change vs previous 13F -5,518 shares

    2.17% of the 13F portfolio, value $9,934,533.

    13F-HR 0001085146-25-000854 filed by SAGE RHINO CAPITAL LLC
    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 154,305 shares
    Change vs previous 13F not available

    2.25% of the 13F portfolio, value $10,157,874.

    13F-HR 0001085146-24-005305 filed by SAGE RHINO CAPITAL LLC
    Filed (acceptance time not in the bulk data set), ingested

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