Skip to content
Disclosery

Golden Bell Financial Planning LLC: AVIV position timeline

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

Golden Bell Financial Planning LLC held 120,237 AVIV shares at 2026-06-30 per its 13F-HR filed 2026-07-31.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 120,237 shares
    Change vs previous 13F +1,462 shares

    6.84% of the 13F portfolio, value $9,308,749.

    13F-HR 0002044309-26-000006 filed by Golden Bell Financial Planning 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 118,775 shares
    Change vs previous 13F +1,908 shares

    7.08% of the 13F portfolio, value $8,887,933.

    13F-HR 0002044309-26-000004 filed by Golden Bell Financial Planning 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 116,867 shares
    Change vs previous 13F +2,250 shares

    6.93% of the 13F portfolio, value $8,324,436.

    13F-HR 0002044309-26-000001 filed by Golden Bell Financial Planning 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 114,617 shares
    Change vs previous 13F +345 shares

    6.72% of the 13F portfolio, value $7,729,770.

    13F-HR 0002044309-25-000007 filed by Golden Bell Financial Planning 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 114,272 shares
    Change vs previous 13F -8,441 shares

    6.7% of the 13F portfolio, value $7,111,742.

    13F-HR 0002044309-25-000004 filed by Golden Bell Financial Planning 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 122,713 shares
    Change vs previous 13F +4,900 shares

    6.76% of the 13F portfolio, value $6,955,354.

    13F-HR 0002044309-25-000003 filed by Golden Bell Financial Planning 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 117,813 shares
    Change vs previous 13F not available

    6.15% of the 13F portfolio, value $6,114,478.

    13F-HR 0002044309-25-000002 filed by Golden Bell Financial Planning LLC
    Filed (acceptance time not in the bulk data set), ingested

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