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USAdvisors Wealth Management, LLC: AVLV position timeline

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

USAdvisors Wealth Management, LLC held 17,124 AVLV shares at 2026-06-30 per its 13F-HR filed 2026-07-29.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 17,124 shares
    Change vs previous 13F +145 shares

    0.45% of the 13F portfolio, value $1,561,000.

    13F-HR 0001735605-26-000003 filed by USAdvisors 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 16,979 shares
    Change vs previous 13F +31 shares

    0.44% of the 13F portfolio, value $1,338,000.

    13F-HR 0001735605-26-000002 filed by USAdvisors 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 16,948 shares
    Change vs previous 13F -780 shares

    0.42% of the 13F portfolio, value $1,284,000.

    13F-HR 0001735605-26-000001 filed by USAdvisors 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 17,728 shares
    Change vs previous 13F -1,304 shares

    0.44% of the 13F portfolio, value $1,281,000.

    13F-HR 0001735605-25-000007 filed by USAdvisors 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 19,032 shares
    Change vs previous 13F -1,450 shares

    0.48% of the 13F portfolio, value $1,299,000.

    13F-HR 0001735605-25-000004 filed by USAdvisors 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 20,482 shares
    Change vs previous 13F -1,670 shares

    0.47% of the 13F portfolio, value $1,335,000.

    13F-HR 0001735605-25-000003 filed by USAdvisors 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 22,152 shares
    Change vs previous 13F -153 shares

    0.48% of the 13F portfolio, value $1,479,000.

    13F-HR 0001735605-25-000001 filed by USAdvisors Wealth Management, 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 22,305 shares
    Change vs previous 13F not available

    0.51% of the 13F portfolio, value $1,464,000.

    13F-HR 0001735605-24-000004 filed by USAdvisors Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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