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Disclosery

NWAM LLC: AVIV position timeline

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

NWAM LLC held 125,722 AVIV shares at 2026-06-30 per its 13F-HR filed 2026-07-23.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 125,722 shares
    Change vs previous 13F +2,089 shares

    0.49% of the 13F portfolio, value $9,733,427.

    13F-HR 0001655006-26-000005 filed by NWAM 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 123,633 shares
    Change vs previous 13F +26,146 shares

    0.53% of the 13F portfolio, value $9,251,442.

    13F-HR 0001655006-26-000004 filed by NWAM 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 97,487 shares
    Change vs previous 13F +61 shares

    0.39% of the 13F portfolio, value $6,974,422.

    13F-HR 0001655006-26-000001 filed by NWAM 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/A 97,426 shares
    Change vs previous 13F -2,349 shares

    0.36% of the 13F portfolio, value $6,576,502.

    13F-HR/A 0001655006-26-000002 filed by NWAM 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/A 99,775 shares
    Change vs previous 13F +404 shares

    0.36% of the 13F portfolio, value $6,209,527.

    13F-HR/A 0001655006-26-000003 filed by NWAM 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 99,371 shares
    Change vs previous 13F +5,108 shares

    0.48% of the 13F portfolio, value $5,632,348.

    13F-HR 0001085146-25-002583 filed by NWAM 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 94,263 shares
    Change vs previous 13F -4,614 shares

    0.3% of the 13F portfolio, value $4,892,250.

    13F-HR 0001085146-25-000766 filed by NWAM 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 98,877 shares
    Change vs previous 13F not available

    0.34% of the 13F portfolio, value $5,550,895.

    13F-HR 0001085146-24-005501 filed by NWAM LLC
    Filed (acceptance time not in the bulk data set), ingested

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