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Disclosery

Avior Wealth Management, LLC: DFEM position timeline

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

Avior Wealth Management, LLC held 152,960 DFEM 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 152,960 shares
    Change vs previous 13F +32,811 shares

    0.16% of the 13F portfolio, value $6,216,283.

    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 120,149 shares
    Change vs previous 13F +3,122 shares

    0.12% of the 13F portfolio, value $4,151,163.

    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 117,027 shares
    Change vs previous 13F +1,984 shares

    0.12% of the 13F portfolio, value $3,871,255.

    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 115,043 shares
    Change vs previous 13F +29,088 shares

    0.12% of the 13F portfolio, value $3,689,414.

    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 85,955 shares
    Change vs previous 13F +846 shares

    0.09% of the 13F portfolio, value $2,551,153.

    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 85,109 shares
    Change vs previous 13F +2,990 shares

    0.09% of the 13F portfolio, value $2,251,973.

    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 82,119 shares
    Change vs previous 13F +2,076 shares

    0.08% of the 13F portfolio, value $2,150,704.

    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 80,043 shares
    Change vs previous 13F not available

    0.09% of the 13F portfolio, value $2,253,225.

    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).