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Disclosery

Avior Wealth Management, LLC: DFAT position timeline

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

Avior Wealth Management, LLC held 29,474 DFAT 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 29,474 shares
    Change vs previous 13F -9,539 shares

    0.05% of the 13F portfolio, value $2,060,234.

    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 39,013 shares
    Change vs previous 13F +9,326 shares

    0.07% of the 13F portfolio, value $2,436,339.

    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 29,687 shares
    Change vs previous 13F -44 shares

    0.06% of the 13F portfolio, value $1,767,561.

    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 29,731 shares
    Change vs previous 13F +30 shares

    0.06% of the 13F portfolio, value $1,730,641.

    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 29,701 shares
    Change vs previous 13F -29 shares

    0.06% of the 13F portfolio, value $1,602,671.

    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 29,730 shares
    Change vs previous 13F -67 shares

    0.06% of the 13F portfolio, value $1,530,823.

    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 29,797 shares
    Change vs previous 13F -72 shares

    0.06% of the 13F portfolio, value $1,658,513.

    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 29,869 shares
    Change vs previous 13F not available

    0.07% of the 13F portfolio, value $1,661,613.

    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).