WorthPointe, LLC: AVIV position timeline

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

WorthPointe, LLC held 8,932 AVIV shares at 2026-06-30 per its 13F-HR filed 2026-07-31.

the latest 13F is the newest step

period ended2026-06-30
13F 8,932 shares
Change vs previous 13F +1,442 shares
0.17% of the 13F portfolio, value $691,515.
13F-HR 0001172661-26-002988 filed by WorthPointe, LLC
Filed 2026-07-31 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2026-03-31
13F 7,490 shares
Change vs previous 13F +808 shares
0.15% of the 13F portfolio, value $560,477.
13F-HR 0001172661-26-001733 filed by WorthPointe, LLC
Filed 2026-05-12 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-12-31
13F 6,682 shares
Change vs previous 13F not available
0.13% of the 13F portfolio, value $475,959.
13F-HR 0001172661-26-000300 filed by WorthPointe, LLC
Filed 2026-01-26 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC
Acceptance time not in the bulk data set (spec §4.2).