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Avior Wealth Management, LLC: ACN position timeline

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

Avior Wealth Management, LLC held 1,646 ACN 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 1,646 shares
    Change vs previous 13F -11,350 shares

    0.01% of the 13F portfolio, value $204,769.

    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 12,996 shares
    Change vs previous 13F -110 shares

    0.07% of the 13F portfolio, value $2,577,067.

    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 13,106 shares
    Change vs previous 13F +331 shares

    0.11% of the 13F portfolio, value $3,516,382.

    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 12,775 shares
    Change vs previous 13F +13 shares

    0.1% of the 13F portfolio, value $3,150,288.

    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 12,762 shares
    Change vs previous 13F -643 shares

    0.13% of the 13F portfolio, value $3,814,331.

    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 13,405 shares
    Change vs previous 13F -32 shares

    0.16% of the 13F portfolio, value $4,183,043.

    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 13,437 shares
    Change vs previous 13F -113 shares

    0.17% of the 13F portfolio, value $4,727,114.

    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 13,550 shares
    Change vs previous 13F not available

    0.19% of the 13F portfolio, value $4,789,708.

    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).