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Avior Wealth Management, LLC: AAPL position timeline

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

Avior Wealth Management, LLC held 181,537 AAPL shares at 2026-06-30 per its 13F-HR filed 2026-07-07.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 181,537 shares
    Change vs previous 13F -16,904 shares

    1.38% of the 13F portfolio, value $52,500,721.

    13F-HR 0001754960-26-000402 filed by Avior Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2026-03-31
    13F 198,441 shares
    Change vs previous 13F +16,139 shares

    1.43% of the 13F portfolio, value $50,337,053.

    13F-HR 0001754960-26-000212 filed by Avior 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 ended2025-12-31
    13F 182,302 shares
    Change vs previous 13F -8,089 shares

    1.54% of the 13F portfolio, value $49,533,515.

    13F-HR 0001754960-26-000005 filed by Avior 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 ended2025-09-30
    13F 190,391 shares
    Change vs previous 13F +1,478 shares

    1.56% of the 13F portfolio, value $48,453,929.

    13F-HR 0001754960-25-000798 filed by Avior 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 ended2025-06-30
    13F 188,913 shares
    Change vs previous 13F +3,430 shares

    1.34% of the 13F portfolio, value $38,738,797.

    13F-HR 0001754960-25-000419 filed by Avior 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 ended2025-03-31
    13F 185,483 shares
    Change vs previous 13F -10,957 shares

    1.56% of the 13F portfolio, value $41,179,267.

    13F-HR 0001754960-25-000218 filed by Avior 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 ended2024-12-31
    13F 196,440 shares
    Change vs previous 13F +26,761 shares

    1.8% of the 13F portfolio, value $49,167,724.

    13F-HR 0001599868-25-000001 filed by Avior 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 ended2024-09-30
    13F 169,679 shares
    Change vs previous 13F not available

    1.57% of the 13F portfolio, value $39,512,017.

    13F-HR 0001599868-24-000011 filed by Avior Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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