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AVAII WEALTH MANAGEMENT, LLC: GPIQ position timeline

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

AVAII WEALTH MANAGEMENT, LLC held 5,992 GPIQ shares at 2026-09-30 per its 13F-HR filed 2026-10-09.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 5,992 shares
    Change vs previous 13F -81 shares

    0.1% of the 13F portfolio, value $347,648.

    13F-HR 0001951757-26-001655 filed by AVAII WEALTH MANAGEMENT, LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 6,073 shares
    Change vs previous 13F -6 shares

    0.11% of the 13F portfolio, value $360,191.

    13F-HR 0001951757-26-001196 filed by AVAII WEALTH 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 ended2026-03-31
    13F 6,079 shares
    Change vs previous 13F -46 shares

    0.11% of the 13F portfolio, value $300,838.

    13F-HR 0001951757-26-000654 filed by AVAII WEALTH MANAGEMENT, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-12-31
    13F 6,125 shares
    Change vs previous 13F -419 shares

    0.12% of the 13F portfolio, value $323,808.

    13F-HR 0001951757-26-000068 filed by AVAII WEALTH MANAGEMENT, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-09-30
    13F 6,544 shares
    Change vs previous 13F -146 shares

    0.13% of the 13F portfolio, value $343,314.

    13F-HR 0001951757-25-001183 filed by AVAII WEALTH MANAGEMENT, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-06-30
    13F 6,690 shares
    Change vs previous 13F +125 shares

    0.15% of the 13F portfolio, value $333,218.

    13F-HR 0001951757-25-000828 filed by AVAII WEALTH MANAGEMENT, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2025-03-31
    13F/A 6,565 shares
    Change vs previous 13F +128 shares

    0.16% of the 13F portfolio, value $292,820.

    13F-HR/A 0001951757-25-000376 filed by AVAII WEALTH MANAGEMENT, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-12-31
    13F 6,437 shares
    Change vs previous 13F not available

    0.16% of the 13F portfolio, value $315,593.

    13F-HR 0001951757-25-000078 filed by AVAII WEALTH MANAGEMENT, LLC
    Filed (acceptance time not in the bulk data set), ingested

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