Skip to content
Disclosery

Private Wealth Asset Management, LLC: AVIV position timeline

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

Private Wealth Asset Management, LLC held 67,797 AVIV shares at 2026-06-30 per its 13F-HR filed 2026-08-11.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 67,797 shares
    Change vs previous 13F +9,176 shares

    0.51% of the 13F portfolio, value $5,258,754.

    13F-HR 0001883006-26-000007 filed by Private Wealth Asset Management, 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 58,621 shares
    Change vs previous 13F +41,947 shares

    0.47% of the 13F portfolio, value $4,386,609.

    13F-HR 0001883006-26-000005 filed by Private Wealth Asset Management, 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 16,674 shares
    Change vs previous 13F not available

    0.13% of the 13F portfolio, value $1,187,689.

    13F-HR 0001883006-26-000003 filed by Private Wealth Asset Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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