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Disclosery

Avior Wealth Management, LLC: COMT position timeline

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

Avior Wealth Management, LLC held 92,901 COMT 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 92,901 shares
    Change vs previous 13F -1,210 shares

    0.07% of the 13F portfolio, value $2,821,414.

    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 94,111 shares
    Change vs previous 13F -3,256 shares

    0.09% of the 13F portfolio, value $3,181,885.

    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 97,367 shares
    Change vs previous 13F +7,810 shares

    0.08% of the 13F portfolio, value $2,423,907.

    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 89,557 shares
    Change vs previous 13F +3,898 shares

    0.08% of the 13F portfolio, value $2,404,603.

    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 85,659 shares
    Change vs previous 13F -2,119 shares

    0.08% of the 13F portfolio, value $2,214,296.

    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 87,778 shares
    Change vs previous 13F -1,501 shares

    0.09% of the 13F portfolio, value $2,323,492.

    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 89,279 shares
    Change vs previous 13F not available

    0.08% of the 13F portfolio, value $2,259,664.

    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).