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Total Wealth Planning, LLC: AVIV position timeline

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

Total Wealth Planning, LLC held 6,521 AVIV shares at 2025-12-31 per its 13F-HR filed 2026-02-13.

the latest 13F is the newest step

  1. period ended2025-12-31
    13F 6,521 shares
    Change vs previous 13F -48,952 shares

    0.99% of the 13F portfolio, value $464,491.

    13F-HR 0001951757-26-000432 filed by Total Wealth Planning, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2025-09-30
    13F 55,473 shares
    Change vs previous 13F -1,262 shares

    0.43% of the 13F portfolio, value $3,741,099.

    13F-HR 0001951757-25-001163 filed by Total Wealth Planning, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-06-30
    13F 56,735 shares
    Change vs previous 13F -1,378 shares

    0.45% of the 13F portfolio, value $3,530,903.

    13F-HR 0001951757-25-000851 filed by Total Wealth Planning, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-03-31
    13F 58,113 shares
    Change vs previous 13F -4,168 shares

    0.5% of the 13F portfolio, value $3,293,845.

    13F-HR 0001951757-25-000369 filed by Total Wealth Planning, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2024-12-31
    13F 62,281 shares
    Change vs previous 13F -1,669 shares

    0.5% of the 13F portfolio, value $3,232,384.

    13F-HR 0001951757-25-000031 filed by Total Wealth Planning, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2024-09-30
    13F 63,950 shares
    Change vs previous 13F -2,370 shares

    0.56% of the 13F portfolio, value $3,590,115.

    13F-HR 0001951757-24-001008 filed by Total Wealth Planning, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-06-30
    13F 66,320 shares
    Change vs previous 13F -4,285 shares

    0.59% of the 13F portfolio, value $3,609,129.

    13F-HR 0001951757-24-000632 filed by Total Wealth Planning, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-03-31
    13F 70,605 shares
    Change vs previous 13F not available

    0.66% of the 13F portfolio, value $3,818,312.

    13F-HR 0001951757-24-000335 filed by Total Wealth Planning, LLC
    Filed (acceptance time not in the bulk data set), ingested

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