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Avior Wealth Management, LLC: BTT position timeline

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

Avior Wealth Management, LLC held 15,842 BTT 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 15,842 shares
    Change vs previous 13F +73 shares

    0.01% of the 13F portfolio, value $360,406.

    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 15,769 shares
    Change vs previous 13F +384 shares

    0.01% of the 13F portfolio, value $357,956.

    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 15,385 shares
    Change vs previous 13F -215 shares

    0.01% of the 13F portfolio, value $351,086.

    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 15,600 shares
    Change vs previous 13F +348 shares

    0.01% of the 13F portfolio, value $350,376.

    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 15,252 shares
    Change vs previous 13F -15,059 shares

    0.01% of the 13F portfolio, value $333,866.

    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 30,311 shares
    Change vs previous 13F +8,641 shares

    0.02% of the 13F portfolio, value $643,503.

    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 21,670 shares
    Change vs previous 13F +4,056 shares

    0.02% of the 13F portfolio, value $446,185.

    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 17,614 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $380,814.

    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).