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Factor Wealth Management LTD: AVIV position timeline

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

Factor Wealth Management LTD held 72,794 AVIV shares at 2026-09-30 per its 13F-HR filed 2026-10-08.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 72,794 shares
    Change vs previous 13F +69 shares

    0.89% of the 13F portfolio, value $5,796,619.

    13F-HR 0001754960-26-000821 filed by Factor Wealth Management LTD
    Accepted , ingested

  2. period ended2026-06-30
    13F 72,725 shares
    Change vs previous 13F -8,177 shares

    0.85% of the 13F portfolio, value $5,630,348.

    13F-HR 0001754960-26-000424 filed by Factor Wealth Management LTD
    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 80,902 shares
    Change vs previous 13F -10,561 shares

    1.14% of the 13F portfolio, value $6,053,874.

    13F-HR 0001754960-26-000282 filed by Factor Wealth Management LTD
    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 91,463 shares
    Change vs previous 13F +21,879 shares

    1.41% of the 13F portfolio, value $6,514,879.

    13F-HR 0001754960-26-000164 filed by Factor Wealth Management LTD
    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 69,584 shares
    Change vs previous 13F +6,480 shares

    1.17% of the 13F portfolio, value $4,692,775.

    13F-HR 0001754960-25-000681 filed by Factor Wealth Management LTD
    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 63,104 shares
    Change vs previous 13F +389 shares

    1.08% of the 13F portfolio, value $3,927,262.

    13F-HR 0001754960-25-000502 filed by Factor Wealth Management LTD
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2025-03-31
    13F 62,715 shares
    Change vs previous 13F +1,238 shares

    1.09% of the 13F portfolio, value $3,554,658.

    13F-HR 0001754960-25-000250 filed by Factor Wealth Management LTD
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-12-31
    13F 61,477 shares
    Change vs previous 13F not available

    1.06% of the 13F portfolio, value $3,190,664.

    13F-HR 0001754960-25-000129 filed by Factor Wealth Management LTD
    Filed (acceptance time not in the bulk data set), ingested

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