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Disclosery

ENTREWEALTH, LLC: AVIV position timeline

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

ENTREWEALTH, LLC held 64,135 AVIV shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 64,135 shares
    Change vs previous 13F +2,365 shares

    1.95% of the 13F portfolio, value $5,260,370.

    13F-HR 0001941040-26-000601 filed by ENTREWEALTH, 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 61,770 shares
    Change vs previous 13F +6,888 shares

    2.07% of the 13F portfolio, value $4,622,236.

    13F-HR 0001941040-26-000368 filed by ENTREWEALTH, 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 54,882 shares
    Change vs previous 13F +5,363 shares

    1.92% of the 13F portfolio, value $4,257,719.

    13F-HR 0001941040-26-000157 filed by ENTREWEALTH, 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 49,519 shares
    Change vs previous 13F +7,653 shares

    1.72% of the 13F portfolio, value $3,339,553.

    13F-HR 0001941040-25-000638 filed by ENTREWEALTH, 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 41,866 shares
    Change vs previous 13F +9,025 shares

    1.8% of the 13F portfolio, value $2,605,531.

    13F-HR 0001941040-25-000427 filed by ENTREWEALTH, 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 32,841 shares
    Change vs previous 13F +8,418 shares

    1.43% of the 13F portfolio, value $1,861,409.

    13F-HR 0001941040-25-000308 filed by ENTREWEALTH, 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 24,423 shares
    Change vs previous 13F not available

    1.26% of the 13F portfolio, value $1,363,048.

    13F-HR 0001941040-25-000103 filed by ENTREWEALTH, LLC
    Filed (acceptance time not in the bulk data set), ingested

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