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LPL Financial LLC: AVIV position timeline

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

LPL Financial LLC held 354,320 AVIV shares at 2026-06-30 per its 13F-HR filed 2026-08-07.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 354,320 shares
    Change vs previous 13F +84,913 shares

    0.01% of the 13F portfolio, value $27,431,487.

    13F-HR 0001403438-26-000004 filed by LPL Financial 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 269,407 shares
    Change vs previous 13F +106,304 shares

    0.01% of the 13F portfolio, value $20,159,747.

    13F-HR 0001403438-26-000002 filed by LPL Financial 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 163,103 shares
    Change vs previous 13F +18,030 shares

    <0.01% of the 13F portfolio, value $11,617,796.

    13F-HR 0001403438-26-000001 filed by LPL Financial 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 145,073 shares
    Change vs previous 13F +17,572 shares

    <0.01% of the 13F portfolio, value $9,783,724.

    13F-HR 0001403438-25-000006 filed by LPL Financial 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 127,501 shares
    Change vs previous 13F +66,218 shares

    <0.01% of the 13F portfolio, value $7,935,049.

    13F-HR 0001403438-25-000005 filed by LPL Financial 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 61,283 shares
    Change vs previous 13F +23,145 shares

    <0.01% of the 13F portfolio, value $3,473,526.

    13F-HR 0001403438-25-000003 filed by LPL Financial 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 38,138 shares
    Change vs previous 13F +14,561 shares

    <0.01% of the 13F portfolio, value $1,979,340.

    13F-HR 0001403438-25-000002 filed by LPL Financial 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 23,577 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $1,323,625.

    13F-HR 0001403438-24-000004 filed by LPL Financial LLC
    Filed (acceptance time not in the bulk data set), ingested

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