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Disclosery

Avior Wealth Management, LLC: DELL position timeline

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

Avior Wealth Management, LLC held 13,774 DELL 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 13,774 shares
    Change vs previous 13F -2,618 shares

    0.16% of the 13F portfolio, value $5,942,964.

    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 16,392 shares
    Change vs previous 13F +1,824 shares

    0.08% of the 13F portfolio, value $2,690,489.

    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 14,568 shares
    Change vs previous 13F +12,102 shares

    0.06% of the 13F portfolio, value $1,833,776.

    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 2,466 shares
    Change vs previous 13F -25 shares

    0.01% of the 13F portfolio, value $349,572.

    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 2,491 shares
    Change vs previous 13F -8,950 shares

    0.01% of the 13F portfolio, value $305,379.

    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 11,441 shares
    Change vs previous 13F +2,084 shares

    0.04% of the 13F portfolio, value $1,042,832.

    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 9,357 shares
    Change vs previous 13F +4,069 shares

    0.04% of the 13F portfolio, value $1,078,394.

    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 5,288 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $626,933.

    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).