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Disclosery

Meredith Wealth Planning: AVIV position timeline

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

Meredith Wealth Planning held 24,507 AVIV shares at 2026-06-30 per its 13F-HR filed 2026-07-24.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 24,507 shares
    Change vs previous 13F +6,135 shares

    0.45% of the 13F portfolio, value $1,897,307.

    13F-HR 0001956471-26-000003 filed by Meredith Wealth Planning
    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 18,372 shares
    Change vs previous 13F +21 shares

    0.37% of the 13F portfolio, value $1,374,783.

    13F-HR 0001956471-26-000002 filed by Meredith Wealth Planning
    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 18,351 shares
    Change vs previous 13F +207 shares

    0.39% of the 13F portfolio, value $1,307,171.

    13F-HR 0001956471-26-000001 filed by Meredith Wealth Planning
    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 18,144 shares
    Change vs previous 13F -7 shares

    0.39% of the 13F portfolio, value $1,223,641.

    13F-HR 0001956471-25-000007 filed by Meredith Wealth Planning
    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 18,151 shares
    Change vs previous 13F -2,372 shares

    0.41% of the 13F portfolio, value $1,129,637.

    13F-HR 0001956471-25-000006 filed by Meredith Wealth Planning
    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 20,523 shares
    Change vs previous 13F +406 shares

    0.51% of the 13F portfolio, value $1,163,221.

    13F-HR 0001956471-25-000005 filed by Meredith Wealth Planning
    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 20,117 shares
    Change vs previous 13F +211 shares

    0.47% of the 13F portfolio, value $1,044,052.

    13F-HR 0001956471-25-000001 filed by Meredith Wealth Planning
    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 19,906 shares
    Change vs previous 13F not available

    0.53% of the 13F portfolio, value $1,117,527.

    13F-HR 0001956471-24-000005 filed by Meredith Wealth Planning
    Filed (acceptance time not in the bulk data set), ingested

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