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Avior Wealth Management, LLC: DHR position timeline

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

Avior Wealth Management, LLC held 9,511 DHR 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 9,511 shares
    Change vs previous 13F -2,210 shares

    0.05% of the 13F portfolio, value $1,811,672.

    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 11,721 shares
    Change vs previous 13F -2,082 shares

    0.06% of the 13F portfolio, value $2,222,376.

    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 13,803 shares
    Change vs previous 13F -9 shares

    0.1% of the 13F portfolio, value $3,159,754.

    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 13,812 shares
    Change vs previous 13F +115 shares

    0.09% of the 13F portfolio, value $2,738,437.

    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 13,697 shares
    Change vs previous 13F -130 shares

    0.09% of the 13F portfolio, value $2,705,758.

    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 13,827 shares
    Change vs previous 13F +100 shares

    0.11% of the 13F portfolio, value $2,834,572.

    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 13,727 shares
    Change vs previous 13F -2,023 shares

    0.12% of the 13F portfolio, value $3,151,059.

    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 15,750 shares
    Change vs previous 13F not available

    0.17% of the 13F portfolio, value $4,378,831.

    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).