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Ullmann Wealth Partners Group, LLC: AVLV position timeline

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

Ullmann Wealth Partners Group, LLC held 247,158 AVLV shares at 2026-06-30 per its 13F-HR filed 2026-08-10.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 247,158 shares
    Change vs previous 13F +5,427 shares

    2.05% of the 13F portfolio, value $22,543,323.

    13F-HR 0001697725-26-000004 filed by Ullmann Wealth Partners Group, 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 241,731 shares
    Change vs previous 13F +22,004 shares

    2.02% of the 13F portfolio, value $19,485,911.

    13F-HR 0001697725-26-000002 filed by Ullmann Wealth Partners Group, 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 219,727 shares
    Change vs previous 13F +53,003 shares

    1.66% of the 13F portfolio, value $15,971,976.

    13F-HR 0001697725-26-000001 filed by Ullmann Wealth Partners Group, 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 166,724 shares
    Change vs previous 13F +46,168 shares

    1.32% of the 13F portfolio, value $12,047,504.

    13F-HR 0001697725-25-000002 filed by Ullmann Wealth Partners Group, 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 120,556 shares
    Change vs previous 13F +103,013 shares

    0.97% of the 13F portfolio, value $8,223,150.

    13F-HR 0001085146-25-003769 filed by Ullmann Wealth Partners Group, 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 17,543 shares
    Change vs previous 13F not available

    0.15% of the 13F portfolio, value $1,143,960.

    13F-HR 0001085146-25-002052 filed by Ullmann Wealth Partners Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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