Skip to content
Disclosery

Concord Wealth Partners: AVLV position timeline

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

Concord Wealth Partners held 162,302 AVLV shares at 2026-06-30 per its 13F-HR filed 2026-07-27.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 162,302 shares
    Change vs previous 13F -10,050 shares

    0.97% of the 13F portfolio, value $14,803,573.

    13F-HR 0001814214-26-000004 filed by Concord Wealth Partners
    Filed (acceptance time not in the bulk data set), ingested

    • Concord Wealth Partners: 84,208 shares
    • Concord Asset Management, LLC/VA: 78,094 shares

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

  2. period ended2026-03-31
    13F 172,352 shares
    Change vs previous 13F -5,609 shares

    1.02% of the 13F portfolio, value $13,893,275.

    13F-HR 0001814214-26-000003 filed by Concord Wealth Partners
    Filed (acceptance time not in the bulk data set), ingested

    • Concord Wealth Partners: 89,564 shares
    • Concord Asset Management, LLC/VA: 82,788 shares

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

  3. period ended2025-12-31
    13F 177,961 shares
    Change vs previous 13F -1,428 shares

    1% of the 13F portfolio, value $13,484,102.

    13F-HR 0001814214-26-000001 filed by Concord Wealth Partners
    Filed (acceptance time not in the bulk data set), ingested

    • Concord Wealth Partners: 92,129 shares
    • Concord Asset Management, LLC/VA: 85,832 shares

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

  4. period ended2025-09-30
    13F 179,389 shares
    Change vs previous 13F -8,613 shares

    1.02% of the 13F portfolio, value $12,962,668.

    13F-HR 0001814214-25-000007 filed by Concord Wealth Partners
    Filed (acceptance time not in the bulk data set), ingested

    • Concord Wealth Partners: 92,553 shares
    • Concord Asset Management, LLC/VA: 86,836 shares

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

  5. period ended2025-06-30
    13F 188,002 shares
    Change vs previous 13F +5,582 shares

    0.95% of the 13F portfolio, value $12,823,670.

    13F-HR 0001814214-25-000005 filed by Concord Wealth Partners
    Filed (acceptance time not in the bulk data set), ingested

    • Concord Wealth Partners: 94,001 shares
    • Concord Asset Management, LLC/VA: 94,001 shares

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

  6. period ended2025-03-31
    13F 182,420 shares
    Change vs previous 13F +10,168 shares

    1.09% of the 13F portfolio, value $11,546,929.

    13F-HR 0001814214-25-000003 filed by Concord Wealth Partners
    Filed (acceptance time not in the bulk data set), ingested

    • Concord Wealth Partners: 94,154 shares
    • Concord Asset Management, LLC/VA: 88,266 shares

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

  7. period ended2024-12-31
    13F 172,252 shares
    Change vs previous 13F -960 shares

    1.08% of the 13F portfolio, value $11,501,268.

    13F-HR 0001814214-25-000002 filed by Concord Wealth Partners
    Filed (acceptance time not in the bulk data set), ingested

    • Concord Wealth Partners: 89,636 shares
    • Concord Asset Management, LLC/VA: 82,616 shares

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

  8. period ended2024-09-30
    13F 173,212 shares
    Change vs previous 13F not available

    1.09% of the 13F portfolio, value $11,402,567.

    13F-HR 0001814214-24-000008 filed by Concord Wealth Partners
    Filed (acceptance time not in the bulk data set), ingested

    • Concord Wealth Partners: 89,941 shares
    • Concord Asset Management, LLC/VA: 83,271 shares

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