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Disclosery

Forum Financial Management, LP: AVLV position timeline

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

Forum Financial Management, LP held 25,721 AVLV shares at 2026-06-30 per its 13F-HR filed 2026-07-23.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 25,721 shares
    Change vs previous 13F +98 shares

    0.03% of the 13F portfolio, value $2,345,971.

    13F-HR 0001911832-26-000005 filed by Forum Financial Management, 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 25,623 shares
    Change vs previous 13F -2 shares

    0.03% of the 13F portfolio, value $2,065,434.

    13F-HR 0001911832-26-000004 filed by Forum Financial Management, 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 25,625 shares
    Change vs previous 13F -400 shares

    0.03% of the 13F portfolio, value $1,941,572.

    13F-HR 0001911832-26-000002 filed by Forum Financial Management, 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 26,025 shares
    Change vs previous 13F -1,335 shares

    0.03% of the 13F portfolio, value $1,880,534.

    13F-HR 0001911832-25-000010 filed by Forum Financial Management, 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 27,360 shares
    Change vs previous 13F +1 shares

    0.03% of the 13F portfolio, value $1,866,195.

    13F-HR 0001911832-25-000007 filed by Forum Financial Management, 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 27,359 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $1,784,092.

    13F-HR 0001911832-25-000004 filed by Forum Financial Management, LP
    Filed (acceptance time not in the bulk data set), ingested

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