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Avior Wealth Management, LLC: BIV position timeline

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

Avior Wealth Management, LLC held 445,048 BIV 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 445,048 shares
    Change vs previous 13F +10,495 shares

    0.9% of the 13F portfolio, value $34,135,205.

    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 434,553 shares
    Change vs previous 13F +12,998 shares

    0.95% of the 13F portfolio, value $33,538,799.

    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 421,555 shares
    Change vs previous 13F +18,688 shares

    1.02% of the 13F portfolio, value $32,830,701.

    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 402,867 shares
    Change vs previous 13F +13,494 shares

    1.01% of the 13F portfolio, value $31,459,868.

    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 389,373 shares
    Change vs previous 13F +1,470 shares

    1.04% of the 13F portfolio, value $30,114,114.

    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 387,903 shares
    Change vs previous 13F -7,035 shares

    1.13% of the 13F portfolio, value $29,701,766.

    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 394,938 shares
    Change vs previous 13F +17,888 shares

    1.08% of the 13F portfolio, value $29,513,745.

    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 377,050 shares
    Change vs previous 13F not available

    1.18% of the 13F portfolio, value $29,549,479.

    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).