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Avior Wealth Management, LLC: BSV position timeline

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

Avior Wealth Management, LLC held 385,620 BSV 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 385,620 shares
    Change vs previous 13F +8,627 shares

    0.79% of the 13F portfolio, value $30,043,684.

    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 376,993 shares
    Change vs previous 13F +11,216 shares

    0.84% of the 13F portfolio, value $29,560,029.

    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 365,777 shares
    Change vs previous 13F +17,725 shares

    0.9% of the 13F portfolio, value $28,826,909.

    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 348,052 shares
    Change vs previous 13F +11,874 shares

    0.88% of the 13F portfolio, value $27,464,796.

    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 336,178 shares
    Change vs previous 13F +94 shares

    0.91% of the 13F portfolio, value $26,457,209.

    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 336,084 shares
    Change vs previous 13F +8,964 shares

    1% of the 13F portfolio, value $26,308,656.

    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 327,120 shares
    Change vs previous 13F +29,092 shares

    0.92% of the 13F portfolio, value $25,276,587.

    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 298,028 shares
    Change vs previous 13F not available

    0.93% of the 13F portfolio, value $23,460,885.

    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).