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Avior Wealth Management, LLC: BSMR position timeline

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

Avior Wealth Management, LLC held 171,608 BSMR 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 171,608 shares
    Change vs previous 13F -10,903 shares

    0.11% of the 13F portfolio, value $4,056,816.

    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 182,511 shares
    Change vs previous 13F -8,690 shares

    0.12% of the 13F portfolio, value $4,317,112.

    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 191,201 shares
    Change vs previous 13F +24,814 shares

    0.14% of the 13F portfolio, value $4,524,822.

    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 166,387 shares
    Change vs previous 13F +18,589 shares

    0.13% of the 13F portfolio, value $3,936,724.

    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 147,798 shares
    Change vs previous 13F -9,694 shares

    0.12% of the 13F portfolio, value $3,468,822.

    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 157,492 shares
    Change vs previous 13F +29,256 shares

    0.14% of the 13F portfolio, value $3,708,935.

    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 128,236 shares
    Change vs previous 13F +39,677 shares

    0.11% of the 13F portfolio, value $3,026,392.

    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 88,559 shares
    Change vs previous 13F not available

    0.08% of the 13F portfolio, value $2,098,869.

    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).