ShoreHaven Wealth Partners, LLC: AVLV position timeline

ShoreHaven Wealth Partners, LLC held 372,316 AVLV shares at 2026-06-30 per its 13F-HR filed 2026-07-14.

the latest 13F is the newest step

1. period ended2026-06-30

   13F 372,316 shares

   Change vs previous 13F +22,468 shares

   10.68% of the 13F portfolio, value $33,958,930.

   13F-HR 0001172661-26-002613 filed by ShoreHaven Wealth Partners, LLC
   Filed 2026-07-14 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC

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

2. period ended2026-03-31

   13F 349,848 shares

   Change vs previous 13F +31,804 shares

   10.13% of the 13F portfolio, value $28,201,281.

   13F-HR 0001172661-26-001824 filed by ShoreHaven Wealth Partners, LLC
   Filed 2026-05-14 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC

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

3. period ended2025-12-31

   13F 318,044 shares

   Change vs previous 13F +48,148 shares

   8.66% of the 13F portfolio, value $24,098,268.

   13F-HR 0001172661-26-000597 filed by ShoreHaven Wealth Partners, LLC
   Filed 2026-02-10 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC

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

4. period ended2025-09-30

   13F 269,896 shares

   Change vs previous 13F +19,948 shares

   7.22% of the 13F portfolio, value $19,502,704.

   13F-HR 0001172661-25-004401 filed by ShoreHaven Wealth Partners, LLC
   Filed 2025-10-23 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC

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

5. period ended2025-06-30

   13F 249,948 shares

   Change vs previous 13F +28,652 shares

   6.98% of the 13F portfolio, value $17,048,971.

   13F-HR 0001172661-25-002774 filed by ShoreHaven Wealth Partners, LLC
   Filed 2025-07-29 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC

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

6. period ended2025-03-31

   13F 221,296 shares

   Change vs previous 13F +86,271 shares

   6.91% of the 13F portfolio, value $14,430,749.

   13F-HR 0001172661-25-001586 filed by ShoreHaven Wealth Partners, LLC
   Filed 2025-05-06 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:06 UTC

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

7. period ended2024-12-31

   13F 135,025 shares

   Change vs previous 13F -3,239 shares

   4.26% of the 13F portfolio, value $9,015,622.

   13F-HR 0001172661-25-000416 filed by ShoreHaven Wealth Partners, LLC
   Filed 2025-01-30 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:55 UTC

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

8. period ended2024-09-30

   13F 138,264 shares

   Change vs previous 13F not available

   4.39% of the 13F portfolio, value $9,101,931.

   13F-HR 0001172661-24-004339 filed by ShoreHaven Wealth Partners, LLC
   Filed 2024-10-24 (acceptance time not in the bulk data set), ingested 2026-10-07 18:26:56 UTC

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