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Jacobi Capital Management LLC: AVIV position timeline

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

Jacobi Capital Management LLC held 37,913 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 37,913 shares
    Change vs previous 13F +2,844 shares

    0.14% of the 13F portfolio, value $2,935,237.

    13F-HR 0001689646-26-000007 filed by Jacobi Capital Management 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 35,069 shares
    Change vs previous 13F +4,560 shares

    0.15% of the 13F portfolio, value $2,624,224.

    13F-HR 0001689646-26-000004 filed by Jacobi Capital Management 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 30,509 shares
    Change vs previous 13F +5,310 shares

    0.13% of the 13F portfolio, value $2,173,156.

    13F-HR 0001689646-26-000002 filed by Jacobi Capital Management 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 25,199 shares
    Change vs previous 13F +2,078 shares

    0.1% of the 13F portfolio, value $1,699,398.

    13F-HR 0001689646-25-000009 filed by Jacobi Capital Management 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 23,121 shares
    Change vs previous 13F +2,359 shares

    0.1% of the 13F portfolio, value $1,438,913.

    13F-HR 0001689646-25-000007 filed by Jacobi Capital Management 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 20,762 shares
    Change vs previous 13F +3,126 shares

    0.09% of the 13F portfolio, value $1,176,804.

    13F-HR 0001689646-25-000006 filed by Jacobi Capital Management 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 17,636 shares
    Change vs previous 13F +3,497 shares

    0.07% of the 13F portfolio, value $915,330.

    13F-HR 0001689646-25-000001 filed by Jacobi Capital Management LLC
    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 14,139 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $793,751.

    13F-HR 0001689646-24-000006 filed by Jacobi Capital Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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