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SENTINEL WEALTH MANAGEMENT, INC.: AVLV position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of SENTINEL WEALTH MANAGEMENT, INC. on AVLV, newest first. How the timeline and the estimate are built.

SENTINEL WEALTH MANAGEMENT, INC. held 145,009 AVLV shares at 2026-06-30 per its 13F-HR filed 2026-08-10.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 145,009 shares
    Change vs previous 13F +664 shares

    9.32% of the 13F portfolio, value $13,226,271.

    13F-HR 0001929328-26-000008 filed by SENTINEL 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 144,345 shares
    Change vs previous 13F +8,702 shares

    9.31% of the 13F portfolio, value $11,635,651.

    13F-HR 0001929328-26-000006 filed by SENTINEL 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 135,643 shares
    Change vs previous 13F +10,320 shares

    8.52% of the 13F portfolio, value $10,277,671.

    13F-HR 0001929328-26-000004 filed by SENTINEL 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 125,323 shares
    Change vs previous 13F +7,007 shares

    7.87% of the 13F portfolio, value $9,055,840.

    13F-HR 0001929328-25-000007 filed by SENTINEL 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/A 118,316 shares
    Change vs previous 13F not available

    7.58% of the 13F portfolio, value $8,070,335.

    13F-HR/A 0001929328-26-000005 filed by SENTINEL WEALTH MANAGEMENT, INC.
    Filed (acceptance time not in the bulk data set), ingested

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