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Vestment Financial LLC: AVIV position timeline

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

Vestment Financial LLC held 57,083 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 57,083 shares
    Change vs previous 13F +1,896 shares

    2% of the 13F portfolio, value $4,463,910.

    13F-HR 0002056705-26-000003 filed by Vestment Financial 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 55,187 shares
    Change vs previous 13F +3,462 shares

    2.05% of the 13F portfolio, value $4,356,997.

    13F-HR 0002056705-26-000002 filed by Vestment Financial 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 51,725 shares
    Change vs previous 13F +3,160 shares

    1.96% of the 13F portfolio, value $3,772,800.

    13F-HR 0002056705-26-000001 filed by Vestment Financial 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 48,565 shares
    Change vs previous 13F +3,175 shares

    1.88% of the 13F portfolio, value $3,293,438.

    13F-HR 0002056705-25-000002 filed by Vestment Financial 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 45,390 shares
    Change vs previous 13F +2,032 shares

    1.8% of the 13F portfolio, value $2,837,785.

    13F-HR 0001085146-25-003865 filed by Vestment Financial 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 43,358 shares
    Change vs previous 13F +3,643 shares

    1.77% of the 13F portfolio, value $2,462,725.

    13F-HR 0001085146-25-002094 filed by Vestment Financial 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 39,715 shares
    Change vs previous 13F not available

    1.58% of the 13F portfolio, value $2,070,732.

    13F-HR 0001085146-25-001583 filed by Vestment Financial LLC
    Filed (acceptance time not in the bulk data set), ingested

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