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Avior Wealth Management, LLC: AOM position timeline

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

Avior Wealth Management, LLC held 22,162 AOM 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 22,162 shares
    Change vs previous 13F +559 shares

    0.03% of the 13F portfolio, value $1,105,651.

    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 21,603 shares
    Change vs previous 13F +379 shares

    0.03% of the 13F portfolio, value $1,023,340.

    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 21,224 shares
    Change vs previous 13F +572 shares

    0.03% of the 13F portfolio, value $1,013,028.

    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 20,652 shares
    Change vs previous 13F +335 shares

    0.03% of the 13F portfolio, value $982,631.

    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 20,317 shares
    Change vs previous 13F +704 shares

    0.03% of the 13F portfolio, value $935,400.

    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 19,613 shares
    Change vs previous 13F +733 shares

    0.03% of the 13F portfolio, value $860,605.

    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 18,880 shares
    Change vs previous 13F +991 shares

    0.03% of the 13F portfolio, value $820,177.

    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 17,889 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $806,979.

    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).