Skip to content
Disclosery

Stone Summit Wealth LLC: AVLV position timeline

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

Stone Summit Wealth LLC held 47,117 AVLV shares at 2026-06-30 per its 13F-HR filed 2026-07-23.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 47,117 shares
    Change vs previous 13F -289 shares

    1.09% of the 13F portfolio, value $4,297,542.

    13F-HR 0001754960-26-000614 filed by Stone Summit 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 47,406 shares
    Change vs previous 13F -2,309 shares

    1.06% of the 13F portfolio, value $3,821,398.

    13F-HR 0002085853-26-000460 filed by Stone Summit 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 49,715 shares
    Change vs previous 13F -2,879 shares

    1.02% of the 13F portfolio, value $3,766,906.

    13F-HR 0002085853-26-000102 filed by Stone Summit 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 52,594 shares
    Change vs previous 13F -7,641 shares

    1.08% of the 13F portfolio, value $3,800,454.

    13F-HR 0002085853-25-000137 filed by Stone Summit 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 60,235 shares
    Change vs previous 13F -4,076 shares

    1.27% of the 13F portfolio, value $4,108,638.

    13F-HR 0001667731-25-000854 filed by Stone Summit 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 64,311 shares
    Change vs previous 13F +149 shares

    1.42% of the 13F portfolio, value $4,193,726.

    13F-HR 0001667731-25-000518 filed by Stone Summit Wealth LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-12-31
    13F 64,162 shares
    Change vs previous 13F +2,072 shares

    1.44% of the 13F portfolio, value $4,284,100.

    13F-HR 0001667731-25-000149 filed by Stone Summit Wealth LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-09-30
    13F 62,090 shares
    Change vs previous 13F not available

    1.32% of the 13F portfolio, value $4,087,385.

    13F-HR 0001908192-24-000004 filed by Stone Summit Wealth LLC
    Filed (acceptance time not in the bulk data set), ingested

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