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AVAII WEALTH MANAGEMENT, LLC: LSGR position timeline

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

AVAII WEALTH MANAGEMENT, LLC held 5,958 LSGR 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 5,958 shares
    Change vs previous 13F 0 shares

    0.08% of the 13F portfolio, value $269,957.

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

  2. period ended2026-06-30
    13F 5,958 shares
    Change vs previous 13F -117 shares

    0.07% of the 13F portfolio, value $251,011.

    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 6,075 shares
    Change vs previous 13F +263 shares

    0.08% of the 13F portfolio, value $239,294.

    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 5,812 shares
    Change vs previous 13F +373 shares

    0.09% of the 13F portfolio, value $260,145.

    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 5,439 shares
    Change vs previous 13F +208 shares

    0.09% of the 13F portfolio, value $241,557.

    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 5,231 shares
    Change vs previous 13F not available

    0.1% of the 13F portfolio, value $218,834.

    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).