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AVAII WEALTH MANAGEMENT, LLC: JIVE position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of AVAII WEALTH MANAGEMENT, LLC on JIVE, newest first. How the timeline and the estimate are built.

AVAII WEALTH MANAGEMENT, LLC held 158,151 JIVE shares at 2026-09-30 per its 13F-HR filed 2026-10-09.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 158,151 shares
    Change vs previous 13F +4,853 shares

    4.33% of the 13F portfolio, value $15,019,590.

    13F-HR 0001951757-26-001655 filed by AVAII WEALTH MANAGEMENT, LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 153,298 shares
    Change vs previous 13F +8,866 shares

    4.14% of the 13F portfolio, value $14,096,400.

    13F-HR 0001951757-26-001196 filed by AVAII 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 ended2026-03-31
    13F 144,432 shares
    Change vs previous 13F +28,269 shares

    4.32% of the 13F portfolio, value $12,369,089.

    13F-HR 0001951757-26-000654 filed by AVAII 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 ended2025-12-31
    13F 116,163 shares
    Change vs previous 13F +7,827 shares

    3.38% of the 13F portfolio, value $9,325,383.

    13F-HR 0001951757-26-000068 filed by AVAII 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 ended2025-09-30
    13F 108,336 shares
    Change vs previous 13F +5,609 shares

    3.11% of the 13F portfolio, value $8,168,534.

    13F-HR 0001951757-25-001183 filed by AVAII 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 ended2025-06-30
    13F 102,727 shares
    Change vs previous 13F not available

    3.16% of the 13F portfolio, value $7,118,755.

    13F-HR 0001951757-25-000828 filed by AVAII WEALTH MANAGEMENT, LLC
    Filed (acceptance time not in the bulk data set), ingested

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