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Cypress Point Wealth Management, LLC: AVIV position timeline

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

Cypress Point Wealth Management, LLC held 25,115 AVIV shares at 2026-06-30 per its 13F-HR filed 2026-07-17.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 25,115 shares
    Change vs previous 13F -1,175 shares

    0.4% of the 13F portfolio, value $1,944,394.

    13F-HR 0001825611-26-000004 filed by Cypress Point 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 26,290 shares
    Change vs previous 13F -62 shares

    0.42% of the 13F portfolio, value $1,967,304.

    13F-HR 0001825611-26-000002 filed by Cypress Point 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 26,352 shares
    Change vs previous 13F -163 shares

    0.41% of the 13F portfolio, value $1,877,062.

    13F-HR 0002085853-26-000160 filed by Cypress Point 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 26,515 shares
    Change vs previous 13F -90 shares

    0.36% of the 13F portfolio, value $1,788,180.

    13F-HR 0002085853-25-000023 filed by Cypress Point 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 26,605 shares
    Change vs previous 13F -63 shares

    0.4% of the 13F portfolio, value $1,655,770.

    13F-HR 0001667731-25-000764 filed by Cypress Point 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 26,668 shares
    Change vs previous 13F -578 shares

    0.48% of the 13F portfolio, value $1,511,525.

    13F-HR 0001667731-25-000439 filed by Cypress Point 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 27,246 shares
    Change vs previous 13F -3 shares

    0.44% of the 13F portfolio, value $1,414,052.

    13F-HR 0001667731-25-000075 filed by Cypress Point 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 27,249 shares
    Change vs previous 13F not available

    0.6% of the 13F portfolio, value $1,529,743.

    13F-HR 0001825611-24-000004 filed by Cypress Point Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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