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Summit Financial Strategies, Inc.: AVLV position timeline

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

Summit Financial Strategies, Inc. held 33,291 AVLV shares at 2026-09-30 per its 13F-HR filed 2026-10-14.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 33,291 shares
    Change vs previous 13F -182 shares

    0.21% of the 13F portfolio, value $3,010,838.

    13F-HR 0001172661-26-004530 filed by Summit Financial Strategies, Inc.
    Accepted , ingested

  2. period ended2026-06-30
    13F 33,473 shares
    Change vs previous 13F -3,041 shares

    0.21% of the 13F portfolio, value $3,053,072.

    13F-HR 0001172661-26-002788 filed by Summit Financial Strategies, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2026-03-31
    13F 36,514 shares
    Change vs previous 13F -74 shares

    0.23% of the 13F portfolio, value $2,943,394.

    13F-HR 0001172661-26-001585 filed by Summit Financial Strategies, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-12-31
    13F 36,588 shares
    Change vs previous 13F -233 shares

    0.23% of the 13F portfolio, value $2,772,273.

    13F-HR 0001172661-26-000321 filed by Summit Financial Strategies, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-09-30
    13F 36,821 shares
    Change vs previous 13F -526 shares

    0.23% of the 13F portfolio, value $2,660,685.

    13F-HR 0001172661-25-004368 filed by Summit Financial Strategies, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-06-30
    13F 37,347 shares
    Change vs previous 13F +32,327 shares

    0.24% of the 13F portfolio, value $2,547,439.

    13F-HR 0001172661-25-002643 filed by Summit Financial Strategies, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2025-03-31
    13F 5,020 shares
    Change vs previous 13F 0 shares

    0.03% of the 13F portfolio, value $327,354.

    13F-HR 0001172661-25-001645 filed by Summit Financial Strategies, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-12-31
    13F 5,020 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $335,185.

    13F-HR 0001172661-25-000296 filed by Summit Financial Strategies, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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