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Focus Partners Wealth: AVIV position timeline

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

Focus Partners Wealth held 264,032 AVIV shares at 2026-06-30 per its 13F-HR filed 2026-08-06.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 264,032 shares
    Change vs previous 13F +42,507 shares

    0.02% of the 13F portfolio, value $20,441,440.

    13F-HR 0001868872-26-000004 filed by Focus Partners Advisor Solutions, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Focus Partners Wealth: 91,498 shares
    • Focus Partners Advisor Solutions, LLC: 172,534 shares

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

  2. period ended2026-03-31
    13F 221,525 shares
    Change vs previous 13F -53,191 shares

    0.02% of the 13F portfolio, value $16,576,754.

    13F-HR 0001868872-26-000003 filed by Focus Partners Advisor Solutions, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Focus Partners Wealth: 94,211 shares
    • Focus Partners Advisor Solutions, LLC: 127,314 shares

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

  3. period ended2025-12-31
    13F 274,716 shares
    Change vs previous 13F -546,851 shares

    0.02% of the 13F portfolio, value $19,568,070.

    13F-HR 0001868872-26-000002 filed by Focus Partners Advisor Solutions, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Focus Partners Wealth: 90,679 shares
    • Focus Partners Advisor Solutions, LLC: 184,037 shares

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

  4. period ended2025-09-30
    13F 821,567 shares
    Change vs previous 13F +289,195 shares

    0.08% of the 13F portfolio, value $56,396,468.

    13F-HR 0001868872-25-000004 filed by Focus Partners Advisor Solutions, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Focus Partners Wealth: 94,600 shares
    • Focus Partners Advisor Solutions, LLC: 726,967 shares

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

  5. period ended2025-06-30
    13F 532,372 shares
    Change vs previous 13F +259,476 shares

    0.06% of the 13F portfolio, value $33,132,209.

    13F-HR 0001085146-25-004360 filed by Focus Partners Advisor Solutions, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Focus Partners Wealth: 99,209 shares
    • Focus Partners Advisor Solutions, LLC: 433,163 shares

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

  6. period ended2025-03-31
    13F/A 272,896 shares
    Change vs previous 13F +28,564 shares

    0.03% of the 13F portfolio, value $15,467,789.

    13F-HR 0001085146-25-003345 filed by Focus Partners Advisor Solutions, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Focus Partners Wealth: 98,400 shares
    • Focus Partners Advisor Solutions, LLC: 174,496 shares

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

  7. period ended2024-12-31
    13F/A 244,332 shares
    Change vs previous 13F +118,073 shares

    0.03% of the 13F portfolio, value $12,680,877.

    13F-HR 0001085146-25-001729 filed by Focus Partners Advisor Solutions, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Focus Partners Wealth: 83,336 shares
    • Focus Partners Advisor Solutions, LLC: 160,996 shares

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

  8. period ended2024-09-30
    13F 126,259 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $7,088,087.

    13F-HR 0001542153-24-000013 filed by Focus Partners Wealth
    Filed (acceptance time not in the bulk data set), ingested

    • Focus Partners Wealth: 77,466 shares
    • Focus Partners Advisor Solutions, LLC: 48,793 shares

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