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Disclosery

Simplicity Wealth,LLC: AVLC position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Simplicity Wealth,LLC on AVLC, newest first. How the timeline and the estimate are built.

Simplicity Wealth,LLC held 380,366 AVLC shares at 2026-06-30 per its 13F-HR filed 2026-08-06.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 380,366 shares
    Change vs previous 13F +8,945 shares

    1.15% of the 13F portfolio, value $34,217,753.

    13F-HR 0001062993-26-004075 filed by Simplicity Wealth,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 371,421 shares
    Change vs previous 13F -2,654 shares

    1.63% of the 13F portfolio, value $28,803,682.

    13F-HR 0001062993-26-002226 filed by Simplicity Wealth,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 374,075 shares
    Change vs previous 13F +17,867 shares

    1.75% of the 13F portfolio, value $29,409,757.

    13F-HR 0001062993-26-000496 filed by Simplicity Wealth,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 356,208 shares
    Change vs previous 13F -360,966 shares

    1.58% of the 13F portfolio, value $27,253,437.

    13F-HR 0001062993-25-016389 filed by Simplicity Wealth,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 717,174 shares
    Change vs previous 13F +378,662 shares

    2.12% of the 13F portfolio, value $50,947,978.

    13F-HR 0001062993-25-013037 filed by Simplicity Wealth,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 338,512 shares
    Change vs previous 13F not available

    1.69% of the 13F portfolio, value $21,732,485.

    13F-HR 0001062993-25-007473 filed by Simplicity Wealth,LLC
    Filed (acceptance time not in the bulk data set), ingested

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