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Avior Wealth Management, LLC: AVUV position timeline

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

Avior Wealth Management, LLC held 590,250 AVUV 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 590,250 shares
    Change vs previous 13F +310,664 shares

    1.94% of the 13F portfolio, value $73,639,615.

    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 279,586 shares
    Change vs previous 13F -13,177 shares

    0.88% of the 13F portfolio, value $30,885,875.

    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 292,763 shares
    Change vs previous 13F -10,075 shares

    0.93% of the 13F portfolio, value $29,856,003.

    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 302,838 shares
    Change vs previous 13F -25,616 shares

    0.97% of the 13F portfolio, value $30,141,465.

    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 328,454 shares
    Change vs previous 13F +62,837 shares

    1.03% of the 13F portfolio, value $29,922,191.

    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 265,617 shares
    Change vs previous 13F +81,812 shares

    0.88% of the 13F portfolio, value $23,153,802.

    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 183,805 shares
    Change vs previous 13F +183,674 shares

    0.65% of the 13F portfolio, value $17,742,751.

    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 131 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $12,569.

    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).