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Avior Wealth Management, LLC: AVEE position timeline

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

Avior Wealth Management, LLC held 15,259 AVEE 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 15,259 shares
    Change vs previous 13F -630 shares

    0.03% of the 13F portfolio, value $1,057,851.

    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 15,889 shares
    Change vs previous 13F -2,489 shares

    0.03% of the 13F portfolio, value $1,007,820.

    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 18,378 shares
    Change vs previous 13F -761 shares

    0.04% of the 13F portfolio, value $1,147,000.

    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 19,139 shares
    Change vs previous 13F -1,455 shares

    0.04% of the 13F portfolio, value $1,227,250.

    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 20,594 shares
    Change vs previous 13F +826 shares

    0.04% of the 13F portfolio, value $1,240,809.

    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 19,768 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $1,038,226.

    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).