Skip to content
Disclosery

Cerity Partners LLC: AVLV position timeline

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

Cerity Partners LLC held 2,730,858 AVLV shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 2,730,858 shares
    Change vs previous 13F -98,878 shares

    0.3% of the 13F portfolio, value $249,081,159.

    13F-HR 0001172661-26-003640 filed by Cerity Partners LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Cerity Partners LLC: 2,726,265 shares
    • Cerity Partners Retirement Plan Advisors LLC: 4,593 shares

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

  2. period ended2026-03-31
    13F 2,829,736 shares
    Change vs previous 13F +318,245 shares

    0.32% of the 13F portfolio, value $228,105,204.

    13F-HR 0001172661-26-002233 filed by Cerity Partners 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 2,511,491 shares
    Change vs previous 13F +239,687 shares

    0.28% of the 13F portfolio, value $190,295,656.

    13F-HR 0001172661-26-000617 filed by Cerity Partners 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 2,271,804 shares
    Change vs previous 13F +64,531 shares

    0.27% of the 13F portfolio, value $164,160,522.

    13F-HR 0001566475-25-000018 filed by Cerity Partners 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 2,207,273 shares
    Change vs previous 13F +2,189,968 shares

    0.27% of the 13F portfolio, value $150,558,122.

    13F-HR 0001566475-25-000013 filed by Cerity Partners 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 17,305 shares
    Change vs previous 13F -4,297 shares

    <0.01% of the 13F portfolio, value $1,128,460.

    13F-HR 0001566475-25-000008 filed by Cerity Partners 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 21,602 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $1,442,366.

    13F-HR 0001566475-25-000002 filed by Cerity Partners LLC
    Filed (acceptance time not in the bulk data set), ingested

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