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Avior Wealth Management, LLC: BLK position timeline

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

Avior Wealth Management, LLC held 3,356 BLK 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 3,356 shares
    Change vs previous 13F -81 shares

    0.08% of the 13F portfolio, value $3,226,633.

    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 3,437 shares
    Change vs previous 13F -50 shares

    0.09% of the 13F portfolio, value $3,305,271.

    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 3,487 shares
    Change vs previous 13F -75 shares

    0.12% of the 13F portfolio, value $3,742,246.

    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 3,562 shares
    Change vs previous 13F -19 shares

    0.13% of the 13F portfolio, value $4,152,431.

    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 3,581 shares
    Change vs previous 13F +351 shares

    0.13% of the 13F portfolio, value $3,757,592.

    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 3,230 shares
    Change vs previous 13F -430 shares

    0.12% of the 13F portfolio, value $3,056,997.

    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 3,660 shares
    Change vs previous 13F -734 shares

    0.14% of the 13F portfolio, value $3,763,040.

    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 4,394 shares
    Change vs previous 13F not available

    0.17% of the 13F portfolio, value $4,172,892.

    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).