Skip to content
Disclosery

Corient Private Wealth LP: AVLV position timeline

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

Corient Private Wealth LP held 187,274 AVLV shares at 2026-06-30 per its 13F-HR/A filed 2026-08-27.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F/A 187,274 shares
    Change vs previous 13F -2,855 shares

    0.02% of the 13F portfolio, value $17,081,220.

    13F-HR/A 0001948780-26-000011 filed by Corient Private Wealth LP
    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 190,129 shares
    Change vs previous 13F -907 shares

    0.02% of the 13F portfolio, value $15,218,305.

    13F-HR 0001948780-26-000005 filed by Corient Private Wealth LP
    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/A 191,036 shares
    Change vs previous 13F +141,884 shares

    0.02% of the 13F portfolio, value $14,474,745.

    13F-HR/A 0001948780-26-000003 filed by Corient Private Wealth LP
    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 49,152 shares
    Change vs previous 13F -144,618 shares

    0.01% of the 13F portfolio, value $3,551,663.

    13F-HR 0001172661-25-004956 filed by Corient Private Wealth LP
    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/A 193,770 shares
    Change vs previous 13F +95,916 shares

    0.02% of the 13F portfolio, value $13,217,051.

    13F-HR/A 0001172661-25-004142 filed by Corient Private Wealth LP
    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 97,854 shares
    Change vs previous 13F +2,766 shares

    0.01% of the 13F portfolio, value $6,381,119.

    13F-HR 0001172661-25-001832 filed by Corient Private Wealth LP
    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 95,088 shares
    Change vs previous 13F +1,314 shares

    0.01% of the 13F portfolio, value $6,349,066.

    13F-HR 0001172661-25-000608 filed by Corient Private Wealth LP
    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 93,774 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $6,173,132.

    13F-HR 0001172661-24-004574 filed by Corient Private Wealth LP
    Filed (acceptance time not in the bulk data set), ingested

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