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Three Cord True Wealth Management, LLC: AVLV position timeline

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

Three Cord True Wealth Management, LLC held 312,452 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 312,452 shares
    Change vs previous 13F +16,290 shares

    13.56% of the 13F portfolio, value $28,498,729.

    13F-HR 0002085853-26-000823 filed by Three Cord True Wealth Management, 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 296,162 shares
    Change vs previous 13F +15,973 shares

    13.27% of the 13F portfolio, value $23,873,592.

    13F-HR 0002085853-26-000502 filed by Three Cord True Wealth Management, 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 280,189 shares
    Change vs previous 13F +27,041 shares

    12.35% of the 13F portfolio, value $21,229,960.

    13F-HR 0002085853-26-000203 filed by Three Cord True Wealth Management, 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 253,148 shares
    Change vs previous 13F +5,689 shares

    12.38% of the 13F portfolio, value $18,292,484.

    13F-HR 0002085853-25-000223 filed by Three Cord True Wealth Management, 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/A 247,459 shares
    Change vs previous 13F +15,777 shares

    12.6% of the 13F portfolio, value $16,879,211.

    13F-HR/A 0001667731-25-001055 filed by Three Cord True Wealth Management, 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 231,682 shares
    Change vs previous 13F +17,118 shares

    12.96% of the 13F portfolio, value $15,107,978.

    13F-HR 0001667731-25-000477 filed by Three Cord True Wealth Management, 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 214,564 shares
    Change vs previous 13F not available

    12.39% of the 13F portfolio, value $14,326,450.

    13F-HR 0001667731-25-000283 filed by Three Cord True Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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