Verus Financial Partners, Inc.: AVLV position timeline

Verus Financial Partners, Inc. held 197,709 AVLV shares at 2026-06-30 per its 13F-HR filed 2026-07-21.

the latest 13F is the newest step

1. period ended2026-06-30

   13F 197,709 shares

   Change vs previous 13F -59,664 shares

   1.54% of the 13F portfolio, value $18,033,058.

   13F-HR 0001481714-26-000005 filed by Verus Financial Partners, Inc.
   Filed 2026-07-21 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC

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

2. period ended2026-03-31

   13F 257,373 shares

   Change vs previous 13F -153,224 shares

   1.95% of the 13F portfolio, value $21,776,362.

   13F-HR 0001481714-26-000003 filed by Verus Financial Partners, Inc.
   Filed 2026-04-21 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC

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

3. period ended2025-12-31

   13F 410,597 shares

   Change vs previous 13F -18,923 shares

   3.02% of the 13F portfolio, value $32,773,822.

   13F-HR 0001481714-26-000001 filed by Verus Financial Partners, Inc.
   Filed 2026-02-02 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC

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

4. period ended2025-09-30

   13F 429,520 shares

   Change vs previous 13F +12,633 shares

   2.99% of the 13F portfolio, value $31,037,130.

   13F-HR 0001481714-25-000012 filed by Verus Financial Partners, Inc.
   Filed 2025-10-30 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC

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

5. period ended2025-06-30

   13F 416,887 shares

   Change vs previous 13F not available

   2.95% of the 13F portfolio, value $28,919,479.

   13F-HR 0001481714-25-000006 filed by Verus Financial Partners, Inc.
   Filed 2025-07-21 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC

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