AVTX β€” AVALO THERAPEUTICS INC

Ownership history in Velan Capital Investment Management LP  Β·  5 quarters on record

AI Ownership Summary

Velan Capital Investment Management LP reported AVALO THERAPEUTICS INC (AVTX) in 5 quarterly 13F filings from 2024 Q4 through 2025 Q4. Peak portfolio weight reached 3.15% in 2025 Q3. The latest visible filing shows AVTX at 2.78% 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 AVTX ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Velan Capital Investment Management LP's position in AVALO THERAPEUTICS 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 Q4

AVTX was reported at 2.78% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
3.15% in 2025 Q3

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 Q4

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 Velan Capital Investment Management LP held AVTX β€” position size vs. price
% of Fund (quarterly)    AVTX price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 5 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 UNCHANGED 263,642 β€” 0% 2.78% $4.8M 2026-02-14 (Est.) $14.26
2025 Q3 ADDED 263,642 +108,670 +70.1% 3.15% $3.4M 2025-11-14 $15.11
2025 Q2 ADDED 154,972 +43,000 +38.4% 0.76% $773.3M 2025-08-14 $8.95
2025 Q1 ADDED 111,972 +2,000 +1.8% 0.92% $896.9M 2025-05-15 $3.86
2024 Q4 INITIATED 109,972 β€” β€” 0.71% $817.1M 2025-02-14 $7.35

FAQ About Velan Capital Investment Management LP and AVTX

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

How long has Velan Capital Investment Management LP reported owning AVTX?

Velan Capital Investment Management LP reported AVTX across 5 quarterly 13F filings, from 2024 Q4 through 2025 Q4.

What was the largest reported AVTX position in Velan Capital Investment Management LP's portfolio?

The largest reported portfolio weight for AVTX was 3.15% in 2025 Q3.

What is the latest reported AVTX position on this page?

The most recent filing on this page is 2025 Q4, when Velan Capital Investment Management LP reported 263,642 shares, equal to 2.78% of portfolio, with an estimated market value of $4.8M.

What does the chart on this AVTX ownership page compare?

The chart compares Velan Capital Investment Management LP's quarterly AVTX 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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