Back to AVPT
Balboa Wealth Partners AVPT Position History
AvePoint, Inc. • Technology
Quarters held
5
Latest value
$277K
Q3 2026
Peak value
$277K
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $189K |
| Q4 2025 | $194K |
| Q1 2026 | $191K |
| Q2 2026 | $220K |
| Q3 2026 | $277K |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $277K | 19.7K | — | — |
| Q2 2026 | $220K | 19.7K | — | — |
| Q1 2026 | $191K | 20.1K | — | — |
| Q4 2025 | $194K | 14.0K | — | — |
| Q3 2025 | $189K | 12.6K | — | — |
Other funds holding AVPT
$81.1M
$80.6M
$68.9M
$56.1M
$43.9M
$43.9M