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Wealthcare Advisory Partners LLC: AVLV position timeline

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

Wealthcare Advisory Partners LLC held 43,218 AVLV shares at 2026-06-30 per its 13F-HR filed 2026-07-09.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 43,218 shares
    Change vs previous 13F +24,558 shares

    0.07% of the 13F portfolio, value $3,941,913.

    13F-HR 0001951757-26-000979 filed by Wealthcare Advisory Partners LLC
    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 18,660 shares
    Change vs previous 13F -27,862 shares

    0.03% of the 13F portfolio, value $1,504,180.

    13F-HR 0001951757-26-000595 filed by Wealthcare Advisory Partners LLC
    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 46,522 shares
    Change vs previous 13F -1,261 shares

    0.07% of the 13F portfolio, value $3,524,983.

    13F-HR 0001951757-26-000085 filed by Wealthcare Advisory Partners LLC
    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 47,783 shares
    Change vs previous 13F +13,808 shares

    0.07% of the 13F portfolio, value $3,452,772.

    13F-HR 0001951757-25-001337 filed by Wealthcare Advisory Partners LLC
    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 33,975 shares
    Change vs previous 13F -4,263 shares

    0.05% of the 13F portfolio, value $2,317,423.

    13F-HR 0001951757-25-000905 filed by Wealthcare Advisory Partners LLC
    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 38,238 shares
    Change vs previous 13F +4,626 shares

    0.07% of the 13F portfolio, value $2,493,478.

    13F-HR 0001951757-25-000364 filed by Wealthcare Advisory Partners LLC
    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 33,612 shares
    Change vs previous 13F +14,324 shares

    0.06% of the 13F portfolio, value $2,244,301.

    13F-HR 0001951757-25-000037 filed by Wealthcare Advisory Partners LLC
    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 19,288 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $1,269,746.

    13F-HR 0001951757-24-001166 filed by Wealthcare Advisory Partners LLC
    Filed (acceptance time not in the bulk data set), ingested

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