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Disclosery

Avior Wealth Management, LLC: BUFG position timeline

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

Avior Wealth Management, LLC held 0 BUFG 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 0 shares
    Change vs previous 13F -15,813 shares

    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).

    Exited: the 13F for this period no longer lists the position.

  2. period ended2026-03-31
    13F 15,813 shares
    Change vs previous 13F 0 shares

    0.01% of the 13F portfolio, value $424,737.

    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 15,813 shares
    Change vs previous 13F 0 shares

    0.01% of the 13F portfolio, value $435,174.

    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 15,813 shares
    Change vs previous 13F -2,913 shares

    0.01% of the 13F portfolio, value $426,002.

    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 18,726 shares
    Change vs previous 13F +2,913 shares

    0.02% of the 13F portfolio, value $478,262.

    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 15,813 shares
    Change vs previous 13F 0 shares

    0.01% of the 13F portfolio, value $376,160.

    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 15,813 shares
    Change vs previous 13F -430 shares

    0.01% of the 13F portfolio, value $387,418.

    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 16,243 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $391,618.

    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).