Skip to content
Disclosery

Evanson Asset Management, LLC: AVIV position timeline

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

Evanson Asset Management, LLC held 11,505 AVIV shares at 2026-03-31 per its 13F-HR filed 2026-04-08.

the latest 13F is the newest step

  1. period ended2026-03-31
    13F 11,505 shares
    Change vs previous 13F +120 shares

    0.05% of the 13F portfolio, value $860,947.

    13F-HR 0001626379-26-000002 filed by Evanson Asset 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 ended2025-12-31
    13F 11,385 shares
    Change vs previous 13F -3,951 shares

    0.04% of the 13F portfolio, value $810,952.

    13F-HR 0001626379-26-000001 filed by Evanson Asset 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 ended2025-09-30
    13F 15,336 shares
    Change vs previous 13F 0 shares

    0.06% of the 13F portfolio, value $1,034,284.

    13F-HR 0001085146-25-005927 filed by Evanson Asset 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 ended2025-06-30
    13F 15,336 shares
    Change vs previous 13F +190 shares

    0.06% of the 13F portfolio, value $954,459.

    13F-HR 0001085146-25-003862 filed by Evanson Asset 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 ended2025-03-31
    13F 15,146 shares
    Change vs previous 13F +430 shares

    0.06% of the 13F portfolio, value $858,490.

    13F-HR 0001085146-25-002223 filed by Evanson Asset 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 ended2024-12-31
    13F 14,716 shares
    Change vs previous 13F +4,236 shares

    0.05% of the 13F portfolio, value $763,774.

    13F-HR 0001085146-25-000238 filed by Evanson Asset 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 ended2024-09-30
    13F 10,480 shares
    Change vs previous 13F 0 shares

    0.04% of the 13F portfolio, value $588,331.

    13F-HR 0001085146-24-004669 filed by Evanson Asset 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 ended2024-06-30
    13F 10,480 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $549,562.

    13F-HR 0001085146-24-002926 filed by Evanson Asset Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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