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Summit Wealth Partners, LLC: AVLV position timeline

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

Summit Wealth Partners, LLC held 124,703 AVLV shares at 2026-06-30 per its 13F-HR filed 2026-08-03.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 124,703 shares
    Change vs previous 13F +13,741 shares

    1.62% of the 13F portfolio, value $11,374,145.

    13F-HR 0002033312-26-000003 filed by Summit Wealth Partners, 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 110,962 shares
    Change vs previous 13F +7,064 shares

    1.42% of the 13F portfolio, value $8,944,667.

    13F-HR 0002033312-26-000002 filed by Summit Wealth Partners, 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 103,898 shares
    Change vs previous 13F +12,997 shares

    1.45% of the 13F portfolio, value $7,872,368.

    13F-HR 0002033312-26-000001 filed by Summit Wealth Partners, 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 90,901 shares
    Change vs previous 13F +13,732 shares

    1.19% of the 13F portfolio, value $6,568,482.

    13F-HR 0002033312-25-000002 filed by Summit Wealth Partners, 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 77,169 shares
    Change vs previous 13F +34,532 shares

    1% of the 13F portfolio, value $5,263,678.

    13F-HR 0001085146-25-004784 filed by Summit Wealth Partners, 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 42,637 shares
    Change vs previous 13F +11,980 shares

    0.56% of the 13F portfolio, value $2,780,333.

    13F-HR 0001085146-25-002632 filed by Summit Wealth Partners, 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 30,657 shares
    Change vs previous 13F +5,558 shares

    0.42% of the 13F portfolio, value $2,046,970.

    13F-HR 0001085146-25-000501 filed by Summit Wealth Partners, 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 25,099 shares
    Change vs previous 13F not available

    0.32% of the 13F portfolio, value $1,652,286.

    13F-HR 0001085146-24-005194 filed by Summit Wealth Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

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