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Avior Wealth Management, LLC: BND position timeline

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

Avior Wealth Management, LLC held 595,336 BND 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 595,336 shares
    Change vs previous 13F -135,069 shares

    1.15% of the 13F portfolio, value $43,703,651.

    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 730,405 shares
    Change vs previous 13F +241,280 shares

    1.53% of the 13F portfolio, value $53,787,040.

    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 489,125 shares
    Change vs previous 13F +18,649 shares

    1.13% of the 13F portfolio, value $36,229,520.

    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 470,476 shares
    Change vs previous 13F +20,301 shares

    1.13% of the 13F portfolio, value $34,989,304.

    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 450,175 shares
    Change vs previous 13F -34,675 shares

    1.15% of the 13F portfolio, value $33,146,367.

    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 484,850 shares
    Change vs previous 13F -45,094 shares

    1.35% of the 13F portfolio, value $35,612,247.

    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 529,944 shares
    Change vs previous 13F +474,059 shares

    1.39% of the 13F portfolio, value $38,108,320.

    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 55,885 shares
    Change vs previous 13F not available

    0.17% of the 13F portfolio, value $4,197,564.

    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).