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Avior Wealth Management, LLC: CRM position timeline

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

Avior Wealth Management, LLC held 18,465 CRM 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 18,465 shares
    Change vs previous 13F +229 shares

    0.08% of the 13F portfolio, value $2,892,759.

    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 18,236 shares
    Change vs previous 13F +1,995 shares

    0.1% of the 13F portfolio, value $3,404,158.

    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 16,241 shares
    Change vs previous 13F +465 shares

    0.13% of the 13F portfolio, value $4,302,439.

    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 15,776 shares
    Change vs previous 13F -767 shares

    0.12% of the 13F portfolio, value $3,738,913.

    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 16,543 shares
    Change vs previous 13F +1,402 shares

    0.16% of the 13F portfolio, value $4,511,033.

    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 15,141 shares
    Change vs previous 13F -2,556 shares

    0.15% of the 13F portfolio, value $4,063,262.

    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 17,697 shares
    Change vs previous 13F -1,826 shares

    0.22% of the 13F portfolio, value $5,916,824.

    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 19,523 shares
    Change vs previous 13F not available

    0.21% of the 13F portfolio, value $5,343,714.

    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).