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IAG Wealth Partners, LLC: AVIV position timeline

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

IAG Wealth Partners, LLC held 673,117 AVIV shares at 2026-06-30 per its 13F-HR filed 2026-08-06.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 673,117 shares
    Change vs previous 13F +92,595 shares

    5.16% of the 13F portfolio, value $52,112,731.

    13F-HR 0001104659-26-091831 filed by IAG Wealth Partners, 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 580,522 shares
    Change vs previous 13F +39,017 shares

    4.85% of the 13F portfolio, value $43,440,457.

    13F-HR 0001104659-26-051488 filed by IAG Wealth Partners, 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 541,505 shares
    Change vs previous 13F -8,513 shares

    4.47% of the 13F portfolio, value $38,571,393.

    13F-HR 0001104659-26-012592 filed by IAG Wealth Partners, 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 550,018 shares
    Change vs previous 13F +10,571 shares

    4.46% of the 13F portfolio, value $37,093,222.

    13F-HR 0001104659-25-109701 filed by IAG Wealth Partners, 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 539,447 shares
    Change vs previous 13F -3,353 shares

    4.44% of the 13F portfolio, value $33,572,495.

    13F-HR 0001104659-25-077455 filed by IAG Wealth Partners, 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 542,800 shares
    Change vs previous 13F +541,234 shares

    4.78% of the 13F portfolio, value $30,765,910.

    13F-HR 0001104659-25-035534 filed by IAG Wealth Partners, 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 1,566 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $81,276.

    13F-HR 0001104659-25-010787 filed by IAG Wealth Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

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