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Disclosery

Avior Wealth Management, LLC: DFIS position timeline

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

Avior Wealth Management, LLC held 107,988 DFIS 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 107,988 shares
    Change vs previous 13F +3,533 shares

    0.1% of the 13F portfolio, value $3,782,828.

    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 104,455 shares
    Change vs previous 13F +2,984 shares

    0.1% of the 13F portfolio, value $3,517,007.

    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 101,471 shares
    Change vs previous 13F +1,895 shares

    0.1% of the 13F portfolio, value $3,342,470.

    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 99,576 shares
    Change vs previous 13F +29,879 shares

    0.1% of the 13F portfolio, value $3,149,574.

    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 69,697 shares
    Change vs previous 13F +888 shares

    0.07% of the 13F portfolio, value $2,079,769.

    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 68,809 shares
    Change vs previous 13F +2,338 shares

    0.07% of the 13F portfolio, value $1,778,020.

    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 66,471 shares
    Change vs previous 13F +3,144 shares

    0.06% of the 13F portfolio, value $1,632,212.

    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 63,327 shares
    Change vs previous 13F not available

    0.07% of the 13F portfolio, value $1,699,089.

    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).