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Avior Wealth Management, LLC: AOR position timeline

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

Avior Wealth Management, LLC held 51,736 AOR 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 51,736 shares
    Change vs previous 13F +18,239 shares

    0.09% of the 13F portfolio, value $3,595,681.

    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 33,497 shares
    Change vs previous 13F +7,897 shares

    0.06% of the 13F portfolio, value $2,155,506.

    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 25,600 shares
    Change vs previous 13F +671 shares

    0.05% of the 13F portfolio, value $1,664,230.

    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 24,929 shares
    Change vs previous 13F +453 shares

    0.05% of the 13F portfolio, value $1,604,919.

    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 24,476 shares
    Change vs previous 13F +1,125 shares

    0.05% of the 13F portfolio, value $1,506,969.

    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 23,351 shares
    Change vs previous 13F +1,095 shares

    0.05% of the 13F portfolio, value $1,344,289.

    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 22,256 shares
    Change vs previous 13F +1,111 shares

    0.05% of the 13F portfolio, value $1,275,743.

    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 21,145 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $1,252,638.

    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).