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Yardley Wealth Management LLC: AVLV position timeline

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

Yardley Wealth Management LLC held 96,964 AVLV shares at 2026-06-30 per its 13F-HR filed 2026-07-16.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 96,964 shares
    Change vs previous 13F +1,419 shares

    4.02% of the 13F portfolio, value $8,844,060.

    13F-HR 0002044323-26-000003 filed by Yardley 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 95,545 shares
    Change vs previous 13F +542 shares

    3.95% of the 13F portfolio, value $7,701,854.

    13F-HR 0002044323-26-000002 filed by Yardley 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 95,003 shares
    Change vs previous 13F +1,679 shares

    3.83% of the 13F portfolio, value $7,198,364.

    13F-HR 0002044323-26-000001 filed by Yardley 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 93,324 shares
    Change vs previous 13F -8,199 shares

    3.77% of the 13F portfolio, value $6,743,574.

    13F-HR 0002044323-25-000007 filed by Yardley 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 101,523 shares
    Change vs previous 13F +3,597 shares

    3.79% of the 13F portfolio, value $6,925,000.

    13F-HR 0002044323-25-000004 filed by Yardley 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 97,926 shares
    Change vs previous 13F -14,235 shares

    3.76% of the 13F portfolio, value $6,386,000.

    13F-HR 0002044323-25-000003 filed by Yardley 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 112,161 shares
    Change vs previous 13F +18,269 shares

    3.63% of the 13F portfolio, value $7,475,000.

    13F-HR 0002044323-25-000001 filed by Yardley 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 93,892 shares
    Change vs previous 13F not available

    3.67% of the 13F portfolio, value $6,181,000.

    13F-HR 0002044323-24-000001 filed by Yardley Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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