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ORBA Wealth Advisors, L.L.C.: AVIV position timeline

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

ORBA Wealth Advisors, L.L.C. held 21,897 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 21,897 shares
    Change vs previous 13F +1,509 shares

    1.45% of the 13F portfolio, value $1,695,260.

    13F-HR 0002010248-26-000003 filed by ORBA Wealth Advisors, L.L.C.
    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 20,388 shares
    Change vs previous 13F -3,259 shares

    1.82% of the 13F portfolio, value $1,525,619.

    13F-HR 0002010248-26-000002 filed by ORBA Wealth Advisors, L.L.C.
    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 23,647 shares
    Change vs previous 13F -11,039 shares

    1.46% of the 13F portfolio, value $1,684,376.

    13F-HR 0002010248-26-000001 filed by ORBA Wealth Advisors, L.L.C.
    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 34,686 shares
    Change vs previous 13F +615 shares

    1.93% of the 13F portfolio, value $2,339,227.

    13F-HR 0002010248-25-000003 filed by ORBA Wealth Advisors, L.L.C.
    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 34,071 shares
    Change vs previous 13F -8,463 shares

    1.93% of the 13F portfolio, value $2,120,417.

    13F-HR 0001085146-25-004558 filed by ORBA Wealth Advisors, L.L.C.
    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 42,534 shares
    Change vs previous 13F +540 shares

    1.22% of the 13F portfolio, value $2,410,823.

    13F-HR 0001085146-25-002164 filed by ORBA Wealth Advisors, L.L.C.
    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 41,994 shares
    Change vs previous 13F -542 shares

    1.14% of the 13F portfolio, value $2,179,494.

    13F-HR 0001085146-25-000798 filed by ORBA Wealth Advisors, L.L.C.
    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 42,536 shares
    Change vs previous 13F not available

    1.21% of the 13F portfolio, value $2,387,944.

    13F-HR 0001085146-24-004744 filed by ORBA Wealth Advisors, L.L.C.
    Filed (acceptance time not in the bulk data set), ingested

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