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SC&H Financial Advisors, Inc.: AVLV position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of SC&H Financial Advisors, Inc. on AVLV, newest first. How the timeline and the estimate are built.

SC&H Financial Advisors, Inc. held 25,073 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 25,073 shares
    Change vs previous 13F +62 shares

    0.31% of the 13F portfolio, value $2,267,557.

    13F-HR 0001907898-26-000005 filed by SC&H Financial Advisors, Inc.
    Accepted , ingested

  2. period ended2026-06-30
    13F 25,011 shares
    Change vs previous 13F +79 shares

    0.3% of the 13F portfolio, value $2,281,212.

    13F-HR 0001907898-26-000004 filed by SC&H Financial Advisors, Inc.
    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 24,932 shares
    Change vs previous 13F +5,933 shares

    0.3% of the 13F portfolio, value $2,009,775.

    13F-HR 0001907898-26-000002 filed by SC&H Financial Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-12-31
    13F 18,999 shares
    Change vs previous 13F -4,512 shares

    0.22% of the 13F portfolio, value $1,439,528.

    13F-HR 0001085146-26-000096 filed by SC&H Financial Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-09-30
    13F 23,511 shares
    Change vs previous 13F +58 shares

    0.28% of the 13F portfolio, value $1,698,935.

    13F-HR 0001907898-25-000003 filed by SC&H Financial Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-06-30
    13F 23,453 shares
    Change vs previous 13F -379 shares

    0.27% of the 13F portfolio, value $1,599,763.

    13F-HR 0001085146-25-003920 filed by SC&H Financial Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2025-03-31
    13F 23,832 shares
    Change vs previous 13F +95 shares

    0.31% of the 13F portfolio, value $1,554,112.

    13F-HR 0001085146-25-002250 filed by SC&H Financial Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-12-31
    13F 23,737 shares
    Change vs previous 13F not available

    0.33% of the 13F portfolio, value $1,584,921.

    13F-HR 0001085146-25-000543 filed by SC&H Financial Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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