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Wealth Management Nebraska: AVLV position timeline

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

Wealth Management Nebraska held 1,040,364 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 1,040,364 shares
    Change vs previous 13F +102,651 shares

    8.47% of the 13F portfolio, value $94,891,660.

    13F-HR 0001172661-26-002814 filed by Wealth Management Nebraska
    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 937,713 shares
    Change vs previous 13F +71,673 shares

    7.66% of the 13F portfolio, value $75,589,045.

    13F-HR 0001172661-26-002265 filed by Wealth Management Nebraska
    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 866,040 shares
    Change vs previous 13F +96,830 shares

    7.5% of the 13F portfolio, value $65,619,917.

    13F-HR 0001172661-26-000356 filed by Wealth Management Nebraska
    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 769,210 shares
    Change vs previous 13F +82,963 shares

    6.63% of the 13F portfolio, value $55,583,136.

    13F-HR 0001172661-25-004555 filed by Wealth Management Nebraska
    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 686,247 shares
    Change vs previous 13F +65,794 shares

    6.32% of the 13F portfolio, value $46,733,405.

    13F-HR 0001172661-25-002686 filed by Wealth Management Nebraska
    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 620,453 shares
    Change vs previous 13F +80,531 shares

    6.15% of the 13F portfolio, value $40,459,729.

    13F-HR 0001172661-25-002123 filed by Wealth Management Nebraska
    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 539,922 shares
    Change vs previous 13F not available

    5.86% of the 13F portfolio, value $36,050,586.

    13F-HR 0001172661-25-000475 filed by Wealth Management Nebraska
    Filed (acceptance time not in the bulk data set), ingested

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