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Wealth Enhancement Trust Services, Inc.: AVLV position timeline

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

Wealth Enhancement Trust Services, Inc. held 77,374 AVLV shares at 2026-09-30 per its 13F-HR filed 2026-10-07.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 77,374 shares
    Change vs previous 13F +19,880 shares

    0.75% of the 13F portfolio, value $6,997,705.

    13F-HR 0001214659-26-012654 filed by Wealth Enhancement Trust Services, Inc.
    Accepted , ingested

  2. period ended2026-06-30
    13F/A 57,494 shares
    Change vs previous 13F +17,946 shares

    0.58% of the 13F portfolio, value $5,244,027.

    13F-HR/A 0001214659-26-008792 filed by Wealth Enhancement Trust Services, Inc.
    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 39,548 shares
    Change vs previous 13F +28,613 shares

    0.39% of the 13F portfolio, value $3,187,964.

    13F-HR 0001214659-26-004444 filed by Wealth Enhancement Trust Services, Inc.
    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 10,935 shares
    Change vs previous 13F not available

    0.1% of the 13F portfolio, value $828,544.

    13F-HR 0001214659-26-000856 filed by Wealth Enhancement Trust Services, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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