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Disclosery

Creative Planning: AVB position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Creative Planning on AVB, newest first. How the timeline and the estimate are built.

Creative Planning held 96,561 AVB shares at 2026-06-30 per its 13F-HR filed 2026-08-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 96,561 shares
    Change vs previous 13F +34,197 shares

    0.01% of the 13F portfolio, value $18,220,100.

    13F-HR 0001540235-26-000004 filed by Creative Planning
    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 62,364 shares
    Change vs previous 13F +18,153 shares

    0.01% of the 13F portfolio, value $10,187,166.

    13F-HR 0001540235-26-000003 filed by Creative Planning
    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 44,211 shares
    Change vs previous 13F +22,924 shares

    0.01% of the 13F portfolio, value $8,015,927.

    13F-HR 0001540235-26-000002 filed by Creative Planning
    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 21,287 shares
    Change vs previous 13F +9,346 shares

    <0.01% of the 13F portfolio, value $4,111,868.

    13F-HR 0001540235-25-000008 filed by Creative Planning
    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 11,941 shares
    Change vs previous 13F +1,293 shares

    <0.01% of the 13F portfolio, value $2,429,947.

    13F-HR 0001540235-25-000006 filed by Creative Planning
    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 10,648 shares
    Change vs previous 13F +66 shares

    <0.01% of the 13F portfolio, value $2,285,294.

    13F-HR 0001540235-25-000003 filed by Creative Planning
    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 10,582 shares
    Change vs previous 13F +1,578 shares

    <0.01% of the 13F portfolio, value $2,327,821.

    13F-HR 0001540235-25-000002 filed by Creative Planning
    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 9,004 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $2,028,071.

    13F-HR 0001540235-24-000006 filed by Creative Planning
    Filed (acceptance time not in the bulk data set), ingested

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