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Disclosery

Avior Wealth Management, LLC: COIN position timeline

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

Avior Wealth Management, LLC held 2,662 COIN shares at 2026-09-30 per its 13F-HR filed 2026-10-13.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 2,662 shares
    Change vs previous 13F +531 shares

    0.01% of the 13F portfolio, value $496,150.

    13F-HR 0001754960-26-000839 filed by Avior Wealth Management, LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 2,131 shares
    Change vs previous 13F +91 shares

    0.01% of the 13F portfolio, value $311,501.

    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).

  3. period ended2026-03-31
    13F 2,040 shares
    Change vs previous 13F -43 shares

    0.01% of the 13F portfolio, value $356,238.

    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).

  4. period ended2025-12-31
    13F 2,083 shares
    Change vs previous 13F +273 shares

    0.01% of the 13F portfolio, value $471,093.

    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).

  5. period ended2025-09-30
    13F 1,810 shares
    Change vs previous 13F +195 shares

    0.02% of the 13F portfolio, value $610,921.

    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).

  6. period ended2025-06-30
    13F 1,615 shares
    Change vs previous 13F +1,615 shares

    0.02% of the 13F portfolio, value $566,041.

    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).

  7. period ended2025-03-31
    13F 0 shares
    Change vs previous 13F -965 shares

    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).

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

  8. period ended2024-12-31
    13F 965 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $239,682.

    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).