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Beaird Harris Wealth Management, LLC: AVIV position timeline

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

Beaird Harris Wealth Management, LLC held 114,886 AVIV shares at 2026-06-30 per its 13F-HR filed 2026-07-08.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 114,886 shares
    Change vs previous 13F -468 shares

    0.56% of the 13F portfolio, value $8,894,475.

    13F-HR 0001908938-26-000003 filed by Beaird Harris 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 115,354 shares
    Change vs previous 13F -4,692 shares

    0.59% of the 13F portfolio, value $8,631,940.

    13F-HR 0001908938-26-000002 filed by Beaird Harris 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 120,046 shares
    Change vs previous 13F -2,630 shares

    0.59% of the 13F portfolio, value $8,550,877.

    13F-HR 0001908938-26-000001 filed by Beaird Harris 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 122,676 shares
    Change vs previous 13F -1,287 shares

    0.59% of the 13F portfolio, value $8,273,270.

    13F-HR 0001908938-25-000007 filed by Beaird Harris 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 123,963 shares
    Change vs previous 13F -1,380 shares

    0.6% of the 13F portfolio, value $7,714,838.

    13F-HR 0001908938-25-000004 filed by Beaird Harris 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 125,343 shares
    Change vs previous 13F -3,006 shares

    0.6% of the 13F portfolio, value $7,104,442.

    13F-HR 0001908938-25-000002 filed by Beaird Harris 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 128,349 shares
    Change vs previous 13F -570 shares

    0.58% of the 13F portfolio, value $6,661,314.

    13F-HR 0001908938-25-000001 filed by Beaird Harris 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 128,919 shares
    Change vs previous 13F not available

    0.63% of the 13F portfolio, value $7,237,436.

    13F-HR 0001908938-24-000005 filed by Beaird Harris Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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