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Disclosery

Vestment Financial LLC: AVLV position timeline

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

Vestment Financial LLC held 104,796 AVLV shares at 2026-09-30 per its 13F-HR filed 2026-10-13.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 104,796 shares
    Change vs previous 13F +2,614 shares

    4.23% of the 13F portfolio, value $9,463,265.

    13F-HR 0002056705-26-000005 filed by Vestment Financial LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 102,182 shares
    Change vs previous 13F +2,613 shares

    4.18% of the 13F portfolio, value $9,330,282.

    13F-HR 0002056705-26-000003 filed by Vestment Financial LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2026-03-31
    13F 99,569 shares
    Change vs previous 13F +4,646 shares

    4% of the 13F portfolio, value $8,502,207.

    13F-HR 0002056705-26-000002 filed by Vestment Financial LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-12-31
    13F 94,923 shares
    Change vs previous 13F +729 shares

    3.9% of the 13F portfolio, value $7,513,194.

    13F-HR 0002056705-26-000001 filed by Vestment Financial LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-09-30
    13F 94,194 shares
    Change vs previous 13F +3,797 shares

    3.9% of the 13F portfolio, value $6,830,443.

    13F-HR 0002056705-25-000002 filed by Vestment Financial LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-06-30
    13F 90,397 shares
    Change vs previous 13F +6,328 shares

    3.97% of the 13F portfolio, value $6,252,656.

    13F-HR 0001085146-25-003865 filed by Vestment Financial LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2025-03-31
    13F 84,069 shares
    Change vs previous 13F +8,641 shares

    3.95% of the 13F portfolio, value $5,507,362.

    13F-HR 0001085146-25-002094 filed by Vestment Financial LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-12-31
    13F 75,428 shares
    Change vs previous 13F not available

    3.88% of the 13F portfolio, value $5,070,784.

    13F-HR 0001085146-25-001583 filed by Vestment Financial LLC
    Filed (acceptance time not in the bulk data set), ingested

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