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Disclosery

Herold Advisors, Inc.: AVIV position timeline

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

Herold Advisors, Inc. held 11,143 AVIV shares at 2026-06-30 per its 13F-HR filed 2026-07-22.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 11,143 shares
    Change vs previous 13F +3,628 shares

    0.17% of the 13F portfolio, value $864,000.

    13F-HR 0001172661-26-002737 filed by Herold Advisors, 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 7,515 shares
    Change vs previous 13F +1,164 shares

    0.12% of the 13F portfolio, value $562,347.

    13F-HR 0001172661-26-001982 filed by Herold Advisors, 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 6,351 shares
    Change vs previous 13F +1,000 shares

    0.1% of the 13F portfolio, value $452,381.

    13F-HR 0001172661-26-001090 filed by Herold Advisors, 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 5,351 shares
    Change vs previous 13F not available

    0.08% of the 13F portfolio, value $360,871.

    13F-HR 0001172661-25-004762 filed by Herold Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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