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Austin Wealth Management, LLC: AVIV position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Austin Wealth Management, LLC on AVIV, newest first. How the timeline and the estimate are built.

Austin Wealth Management, LLC held 165,301 AVIV shares at 2026-06-30 per its 13F-HR filed 2026-07-22.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 165,301 shares
    Change vs previous 13F +4,636 shares

    2.74% of the 13F portfolio, value $12,986,056.

    13F-HR 0002003112-26-000007 filed by Austin Wealth Management, 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 160,665 shares
    Change vs previous 13F -58,709 shares

    2.77% of the 13F portfolio, value $12,192,896.

    13F-HR 0002003112-26-000004 filed by Austin Wealth Management, 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 219,374 shares
    Change vs previous 13F +19,128 shares

    2.35% of the 13F portfolio, value $15,915,618.

    13F-HR 0002003112-26-000001 filed by Austin Wealth Management, 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 200,246 shares
    Change vs previous 13F +11,073 shares

    2.13% of the 13F portfolio, value $13,562,664.

    13F-HR 0002003112-25-000004 filed by Austin Wealth Management, 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 189,173 shares
    Change vs previous 13F +49,534 shares

    2.09% of the 13F portfolio, value $11,774,100.

    13F-HR 0001085146-25-004694 filed by Austin Wealth Management, 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 139,639 shares
    Change vs previous 13F +17,974 shares

    1.62% of the 13F portfolio, value $8,093,459.

    13F-HR 0001085146-25-002519 filed by Austin Wealth Management, 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 121,665 shares
    Change vs previous 13F +11,189 shares

    1.33% of the 13F portfolio, value $6,410,543.

    13F-HR 0001085146-25-000924 filed by Austin Wealth Management, 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 110,476 shares
    Change vs previous 13F not available

    1.34% of the 13F portfolio, value $6,096,092.

    13F-HR 0001085146-24-005175 filed by Austin Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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