AVAV β€” AEROVIRONMENT INC

Ownership history in Independent Advisor Alliance  Β·  4 quarters on record

AI Ownership Summary

Independent Advisor Alliance reported AEROVIRONMENT INC (AVAV) in 4 quarterly 13F filings from 2024 Q3 through 2025 Q3. Peak portfolio weight reached 0.01% in 2024 Q3. The latest visible filing shows AVAV at 0.01% 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. Older history is available after unlock; the visible window still shows the most recent pattern.

What this AVAV ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Independent Advisor Alliance's position in AEROVIRONMENT INC, 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

AVAV was reported at 0.01% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.01% in 2024 Q3

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

Time in book
Holding Window
2024 Q3 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.

How Independent Advisor Alliance held AVAV β€” position size vs. price
% of Fund (quarterly)    AVAV price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 3 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q3 REDUCED 647 -62 -8.7% 0.01% $204K 2025-11-04 $365.08
2025 Q2 REDUCED 709 -349 -33.0% 0.01% $202K 2025-08-11 $244.44
2024 Q3 ADDED 1,058 +519 +96.3% 0.01% $212K 2024-11-13 $217.56
1 older quarter hidden  β€”  Sign in free or upgrade to Premium to see full history

🏒 Other funds also holding AVAV

As of 2026 Q1 β€” sorted by position size

Byrne Asset Management LLC 3Y 0.11% Ares Financial Consulting, LLC 0.02% Noble Wealth Management PBC 0.0%

FAQ About Independent Advisor Alliance and AVAV

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

How long has Independent Advisor Alliance reported owning AVAV?

Independent Advisor Alliance reported AVAV across 3 quarterly 13F filings, from 2024 Q3 through 2025 Q3.

What was the largest reported AVAV position in Independent Advisor Alliance's portfolio?

The largest reported portfolio weight for AVAV was 0.01% in 2024 Q3.

What is the latest reported AVAV position on this page?

The most recent filing on this page is 2025 Q3, when Independent Advisor Alliance reported 647 shares, equal to 0.01% of portfolio, with an estimated market value of $204K.

What does the chart on this AVAV ownership page compare?

The chart compares Independent Advisor Alliance's quarterly AVAV 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.

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