HEARTLAND ADVISORS INC AVXL — ANAVEX LIFE SCIENCES CORP

Ownership history in HEARTLAND ADVISORS INC  ·  4 quarters on record

AI Ownership Summary

HEARTLAND ADVISORS INC reported ANAVEX LIFE SCIENCES CORP (AVXL) in 4 quarterly 13F filings from 2024 Q4 through 2025 Q3. Peak portfolio weight reached 0.09% in 2025 Q2. The latest visible filing shows AVXL at 0.08% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this AVXL ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was HEARTLAND ADVISORS INC's position in ANAVEX LIFE SCIENCES CORP, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q3

AVXL was reported at 0.08% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.09% in 2025 Q2

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q4 to 2025 Q3

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

AVXL stock page HEARTLAND ADVISORS INC fund profile HEARTLAND ADVISORS INC full holdings
How HEARTLAND ADVISORS INC held AVXL — position size vs. price
% of Fund (quarterly)    AVXL price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 4 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q3 UNCHANGED — — — 177,350 — 0% 0.08% $1.6M 2025-11-07 $7.29
2025 Q2 ADDED — — — 177,350 +22,700 +14.7% 0.09% $1.6M 2025-08-12 $10.78
2025 Q1 REDUCED — — — 154,650 -1,200 -0.8% 0.08% $1.3M 2025-05-07 $8.48
2024 Q4 INITIATED — — — 155,850 — — 0.09% $1.7M 2025-02-12 $8.70

🏢 Other funds also holding AVXL

As of 2026 Q1 — sorted by position size

GREAT POINT PARTNERS LLC 3Y 7Y 0.37% DIADEMA PARTNERS LP 0.25% October Effect Ltd 0.05% Hayek Kallen Investment Management 3Y 7Y 0.05% 180 WEALTH ADVISORS, LLC 3Y 7Y 0.04% SHEETS SMITH WEALTH MANAGEMENT 3Y 7Y 0.04% Graetz Wealth LLC 0.04% Innovative Asset Advisors Group, LLC 0.04% Summit Financial, LLC 3Y 7Y 0.04% LexAurum Advisors, LLC 3Y 7Y 0.03%

FAQ About HEARTLAND ADVISORS INC and AVXL

These are the practical questions this page is built to answer before you even open the full history table.

How long has HEARTLAND ADVISORS INC reported owning AVXL?

HEARTLAND ADVISORS INC reported AVXL across 4 quarterly 13F filings, from 2024 Q4 through 2025 Q3.

What was the largest reported AVXL position in HEARTLAND ADVISORS INC's portfolio?

The largest reported portfolio weight for AVXL was 0.09% in 2025 Q2.

What is the latest reported AVXL position on this page?

The most recent filing on this page is 2025 Q3, when HEARTLAND ADVISORS INC reported 177,350 shares, equal to 0.08% of portfolio, with an estimated market value of $1.6M.

What does the chart on this AVXL ownership page compare?

The chart compares HEARTLAND ADVISORS INC's quarterly AVXL portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did HEARTLAND ADVISORS INC time their AVXL position?

Based on 13F filing dates vs. subsequent AVXL price moves, HEARTLAND ADVISORS INC correctly timed 0 out of 3 reported position changes (0%). The annualised alpha on AVXL relative to SPY over the holding period was -32.8%.

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