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Avior Wealth Management, LLC: ALLE position timeline

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

Avior Wealth Management, LLC held 5,979 ALLE 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 5,979 shares
    Change vs previous 13F +1,877 shares

    0.02% of the 13F portfolio, value $839,986.

    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 4,102 shares
    Change vs previous 13F +1,421 shares

    0.02% of the 13F portfolio, value $595,955.

    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 2,681 shares
    Change vs previous 13F -820 shares

    0.01% of the 13F portfolio, value $426,824.

    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 3,501 shares
    Change vs previous 13F +3 shares

    0.02% of the 13F portfolio, value $620,834.

    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 3,498 shares
    Change vs previous 13F +3,393 shares

    0.02% of the 13F portfolio, value $504,202.

    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 105 shares
    Change vs previous 13F +57 shares

    <0.01% of the 13F portfolio, value $13,743.

    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 48 shares
    Change vs previous 13F 0 shares

    <0.01% of the 13F portfolio, value $6,300.

    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 48 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $7,008.

    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).