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Avior Wealth Management, LLC: BP position timeline

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

Avior Wealth Management, LLC held 43,688 BP 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 43,688 shares
    Change vs previous 13F -892 shares

    0.04% of the 13F portfolio, value $1,614,282.

    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 44,580 shares
    Change vs previous 13F +661 shares

    0.06% of the 13F portfolio, value $2,095,244.

    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 43,919 shares
    Change vs previous 13F -808 shares

    0.05% of the 13F portfolio, value $1,525,296.

    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 44,727 shares
    Change vs previous 13F +3,252 shares

    0.05% of the 13F portfolio, value $1,541,298.

    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 41,475 shares
    Change vs previous 13F -13,111 shares

    0.04% of the 13F portfolio, value $1,241,344.

    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 54,586 shares
    Change vs previous 13F +1,226 shares

    0.07% of the 13F portfolio, value $1,844,467.

    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 53,360 shares
    Change vs previous 13F +24,252 shares

    0.06% of the 13F portfolio, value $1,577,336.

    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 29,108 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $913,719.

    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).