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Avior Wealth Management, LLC: DFAE position timeline

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

Avior Wealth Management, LLC held 509,605 DFAE 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 509,605 shares
    Change vs previous 13F -53,394 shares

    0.54% of the 13F portfolio, value $20,491,204.

    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 562,999 shares
    Change vs previous 13F +13,506 shares

    0.54% of the 13F portfolio, value $19,063,143.

    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 549,493 shares
    Change vs previous 13F +125,322 shares

    0.56% of the 13F portfolio, value $17,896,991.

    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 424,171 shares
    Change vs previous 13F +373,058 shares

    0.43% of the 13F portfolio, value $13,374,117.

    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 51,113 shares
    Change vs previous 13F +26,155 shares

    0.05% of the 13F portfolio, value $1,479,716.

    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 24,958 shares
    Change vs previous 13F -7,528 shares

    0.02% of the 13F portfolio, value $646,170.

    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 32,486 shares
    Change vs previous 13F -8,432 shares

    0.03% of the 13F portfolio, value $824,191.

    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 40,918 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $1,121,576.

    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).