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Avior Wealth Management, LLC: DFAI position timeline

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

Avior Wealth Management, LLC held 182,852 DFAI 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 182,852 shares
    Change vs previous 13F -14,762 shares

    0.2% of the 13F portfolio, value $7,542,649.

    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 197,614 shares
    Change vs previous 13F -14,883 shares

    0.22% of the 13F portfolio, value $7,699,026.

    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 212,497 shares
    Change vs previous 13F -28,842 shares

    0.25% of the 13F portfolio, value $8,098,249.

    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 241,339 shares
    Change vs previous 13F -62,046 shares

    0.28% of the 13F portfolio, value $8,772,676.

    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 303,385 shares
    Change vs previous 13F +75,306 shares

    0.36% of the 13F portfolio, value $10,488,024.

    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 228,079 shares
    Change vs previous 13F +76,370 shares

    0.27% of the 13F portfolio, value $7,122,919.

    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 151,709 shares
    Change vs previous 13F +82,596 shares

    0.16% of the 13F portfolio, value $4,429,911.

    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 69,113 shares
    Change vs previous 13F not available

    0.09% of the 13F portfolio, value $2,196,436.

    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).