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Disclosery

McMill Wealth Management: AVIV position timeline

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

McMill Wealth Management held 33,019 AVIV shares at 2026-06-30 per its 13F-HR/A filed 2026-08-17.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F/A 33,019 shares
    Change vs previous 13F -680 shares

    0.62% of the 13F portfolio, value $2,556,349.

    13F-HR/A 0002056447-26-000004 filed by McMill Wealth Management
    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 33,699 shares
    Change vs previous 13F -2,327 shares

    0.67% of the 13F portfolio, value $2,521,717.

    13F-HR 0002056447-26-000002 filed by McMill Wealth Management
    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 36,026 shares
    Change vs previous 13F -811 shares

    0.72% of the 13F portfolio, value $2,566,144.

    13F-HR 0002056447-26-000001 filed by McMill Wealth Management
    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 36,837 shares
    Change vs previous 13F -412 shares

    0.71% of the 13F portfolio, value $2,484,284.

    13F-HR 0002056447-25-000007 filed by McMill Wealth Management
    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 37,249 shares
    Change vs previous 13F -2,893 shares

    0.77% of the 13F portfolio, value $2,317,817.

    13F-HR 0002056447-25-000005 filed by McMill Wealth Management
    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 40,142 shares
    Change vs previous 13F +1,036 shares

    0.82% of the 13F portfolio, value $2,275,256.

    13F-HR 0002056447-25-000003 filed by McMill Wealth Management
    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 39,106 shares
    Change vs previous 13F not available

    0.82% of the 13F portfolio, value $2,029,601.

    13F-HR 0002056447-25-000001 filed by McMill Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

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