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Disclosery

Avior Wealth Management, LLC: BA position timeline

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

Avior Wealth Management, LLC held 14,668 BA 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 14,668 shares
    Change vs previous 13F -49,501 shares

    0.08% of the 13F portfolio, value $3,175,207.

    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 64,169 shares
    Change vs previous 13F -50 shares

    0.36% of the 13F portfolio, value $12,771,579.

    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 64,219 shares
    Change vs previous 13F +48,819 shares

    0.43% of the 13F portfolio, value $13,943,165.

    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 15,400 shares
    Change vs previous 13F +71 shares

    0.11% of the 13F portfolio, value $3,323,679.

    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 15,329 shares
    Change vs previous 13F -43,803 shares

    0.11% of the 13F portfolio, value $3,211,850.

    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 59,132 shares
    Change vs previous 13F -3,462 shares

    0.38% of the 13F portfolio, value $10,084,934.

    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 62,594 shares
    Change vs previous 13F -847 shares

    0.41% of the 13F portfolio, value $11,079,213.

    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 63,441 shares
    Change vs previous 13F not available

    0.38% of the 13F portfolio, value $9,645,633.

    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).