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WMG Financial Advisors, LLC: AVLV position timeline

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

WMG Financial Advisors, LLC held 46,186 AVLV shares at 2026-06-30 per its 13F-HR filed 2026-07-23.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 46,186 shares
    Change vs previous 13F -4,599 shares

    1.59% of the 13F portfolio, value $4,212,665.

    13F-HR 0002085853-26-000819 filed by WMG Financial Advisors, 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 50,785 shares
    Change vs previous 13F -2,236 shares

    1.71% of the 13F portfolio, value $4,093,802.

    13F-HR 0002085853-26-000472 filed by WMG Financial Advisors, 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 53,021 shares
    Change vs previous 13F -1,199 shares

    1.65% of the 13F portfolio, value $4,017,419.

    13F-HR 0002085853-26-000115 filed by WMG Financial Advisors, 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 54,220 shares
    Change vs previous 13F -99 shares

    1.31% of the 13F portfolio, value $3,917,928.

    13F-HR 0002085853-25-000146 filed by WMG Financial Advisors, 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 54,319 shares
    Change vs previous 13F -157 shares

    1.37% of the 13F portfolio, value $3,705,097.

    13F-HR 0001667731-25-000945 filed by WMG Financial Advisors, 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 54,476 shares
    Change vs previous 13F -382 shares

    1.51% of the 13F portfolio, value $3,552,410.

    13F-HR 0001667731-25-000597 filed by WMG Financial Advisors, 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 54,858 shares
    Change vs previous 13F +7,259 shares

    1.58% of the 13F portfolio, value $3,662,869.

    13F-HR 0001667731-25-000213 filed by WMG Financial Advisors, 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 47,599 shares
    Change vs previous 13F not available

    1.42% of the 13F portfolio, value $3,133,442.

    13F-HR 0001906711-24-000004 filed by WMG Financial Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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