Shotwell Rutter Baer Inc: AVLV position timeline

Shotwell Rutter Baer Inc held 210,507 AVLV shares at 2026-06-30 per its 13F-HR filed 2026-07-21.

the latest 13F is the newest step

1. period ended2026-06-30

   13F 210,507 shares

   Change vs previous 13F -6,075 shares

   10.54% of the 13F portfolio, value $19,200,386.

   13F-HR 0001754960-26-000573 filed by Shotwell Rutter Baer Inc
   Filed 2026-07-21 (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 216,582 shares

   Change vs previous 13F +2,807 shares

   10.26% of the 13F portfolio, value $17,458,706.

   13F-HR 0001754960-26-000301 filed by Shotwell Rutter Baer Inc
   Filed 2026-04-22 (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 213,775 shares

   Change vs previous 13F +5,005 shares

   10.07% of the 13F portfolio, value $16,768,486.

   13F-HR 0001754960-26-000025 filed by Shotwell Rutter Baer Inc
   Filed 2026-01-12 (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 208,770 shares

   Change vs previous 13F +1,614 shares

   9.77% of the 13F portfolio, value $15,144,190.

   13F-HR 0001754960-25-000654 filed by Shotwell Rutter Baer Inc
   Filed 2025-10-10 (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 207,156 shares

   Change vs previous 13F +3,893 shares

   9.82% of the 13F portfolio, value $14,451,197.

   13F-HR 0001754960-25-000322 filed by Shotwell Rutter Baer Inc
   Filed 2025-07-07 (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 203,263 shares

   Change vs previous 13F -222 shares

   10.45% of the 13F portfolio, value $11,850,216.

   13F-HR 0001754960-25-000162 filed by Shotwell Rutter Baer Inc
   Filed 2025-04-09 (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 203,485 shares

   Change vs previous 13F -477 shares

   11.45% of the 13F portfolio, value $13,594,817.

   13F-HR 0001754960-25-000013 filed by Shotwell Rutter Baer Inc
   Filed 2025-01-14 (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 203,962 shares

   Change vs previous 13F not available

   11.13% of the 13F portfolio, value $13,532,881.

   13F-HR 0001754960-24-000472 filed by Shotwell Rutter Baer Inc
   Filed 2024-10-07 (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).