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FAS Wealth Partners, Inc.: AVIV position timeline

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

FAS Wealth Partners, Inc. held 240,133 AVIV shares at 2026-06-30 per its 13F-HR filed 2026-07-29.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 240,133 shares
    Change vs previous 13F -3,316 shares

    0.97% of the 13F portfolio, value $18,591,113.

    13F-HR 0001398344-26-012965 filed by FAS Wealth Partners, Inc.
    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 243,449 shares
    Change vs previous 13F -27,203 shares

    1.13% of the 13F portfolio, value $18,217,320.

    13F-HR 0001398344-26-010659 filed by FAS Wealth Partners, Inc.
    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 270,652 shares
    Change vs previous 13F -3,268 shares

    1.25% of the 13F portfolio, value $19,278,543.

    13F-HR 0001398344-26-003331 filed by FAS Wealth Partners, Inc.
    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 273,920 shares
    Change vs previous 13F -6,402 shares

    1.25% of the 13F portfolio, value $18,473,167.

    13F-HR 0001398344-25-019940 filed by FAS Wealth Partners, Inc.
    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 280,322 shares
    Change vs previous 13F +7,055 shares

    1.29% of the 13F portfolio, value $17,445,822.

    13F-HR 0001398344-25-015492 filed by FAS Wealth Partners, Inc.
    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 273,267 shares
    Change vs previous 13F +35 shares

    1.26% of the 13F portfolio, value $15,488,790.

    13F-HR 0001398344-25-008635 filed by FAS Wealth Partners, Inc.
    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 273,232 shares
    Change vs previous 13F +13,267 shares

    1.19% of the 13F portfolio, value $14,180,739.

    13F-HR 0001398344-25-002948 filed by FAS Wealth Partners, Inc.
    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 259,965 shares
    Change vs previous 13F not available

    1.16% of the 13F portfolio, value $14,594,287.

    13F-HR 0001398344-24-018955 filed by FAS Wealth Partners, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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