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AVAII WEALTH MANAGEMENT, LLC: VIGI position timeline

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

AVAII WEALTH MANAGEMENT, LLC held 6,935 VIGI 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 6,935 shares
    Change vs previous 13F -224 shares

    0.19% of the 13F portfolio, value $655,730.

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

  2. period ended2026-06-30
    13F 7,159 shares
    Change vs previous 13F -115 shares

    0.2% of the 13F portfolio, value $668,551.

    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 7,274 shares
    Change vs previous 13F +68 shares

    0.22% of the 13F portfolio, value $643,449.

    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 7,206 shares
    Change vs previous 13F +32 shares

    0.24% of the 13F portfolio, value $659,031.

    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 7,174 shares
    Change vs previous 13F -160 shares

    0.24% of the 13F portfolio, value $642,531.

    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 7,334 shares
    Change vs previous 13F +655 shares

    0.29% of the 13F portfolio, value $660,958.

    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 6,679 shares
    Change vs previous 13F +14 shares

    0.3% of the 13F portfolio, value $553,976.

    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 6,665 shares
    Change vs previous 13F not available

    0.26% of the 13F portfolio, value $533,138.

    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).