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Avior Wealth Management, LLC: ADX position timeline

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

Avior Wealth Management, LLC held 40,263 ADX 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 40,263 shares
    Change vs previous 13F +1,000 shares

    0.03% of the 13F portfolio, value $1,028,732.

    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 39,263 shares
    Change vs previous 13F +9,850 shares

    0.02% of the 13F portfolio, value $859,478.

    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 29,413 shares
    Change vs previous 13F -4,455 shares

    0.02% of the 13F portfolio, value $685,923.

    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 33,868 shares
    Change vs previous 13F +6,180 shares

    0.02% of the 13F portfolio, value $755,267.

    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 27,688 shares
    Change vs previous 13F +5,500 shares

    0.02% of the 13F portfolio, value $601,117.

    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 22,188 shares
    Change vs previous 13F +3,250 shares

    0.02% of the 13F portfolio, value $421,360.

    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 18,938 shares
    Change vs previous 13F 0 shares

    0.01% of the 13F portfolio, value $382,557.

    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 18,938 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $408,313.

    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).