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Avior Wealth Management, LLC: AGG position timeline

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

Avior Wealth Management, LLC held 114,823 AGG 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 114,823 shares
    Change vs previous 13F -178,708 shares

    0.3% of the 13F portfolio, value $11,355,424.

    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 293,531 shares
    Change vs previous 13F +267,372 shares

    0.83% of the 13F portfolio, value $29,129,019.

    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 26,159 shares
    Change vs previous 13F +11,206 shares

    0.08% of the 13F portfolio, value $2,602,888.

    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 14,953 shares
    Change vs previous 13F -1,973 shares

    0.05% of the 13F portfolio, value $1,489,110.

    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 16,926 shares
    Change vs previous 13F +1,681 shares

    0.06% of the 13F portfolio, value $1,669,272.

    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 15,245 shares
    Change vs previous 13F -10,047 shares

    0.06% of the 13F portfolio, value $1,498,253.

    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 25,292 shares
    Change vs previous 13F +220 shares

    0.09% of the 13F portfolio, value $2,441,251.

    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 25,072 shares
    Change vs previous 13F not available

    0.1% of the 13F portfolio, value $2,529,094.

    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).