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Disclosery

Avior Wealth Management, LLC: DISV position timeline

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

Avior Wealth Management, LLC held 82,906 DISV 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 82,906 shares
    Change vs previous 13F +1,869 shares

    0.09% of the 13F portfolio, value $3,327,017.

    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 81,037 shares
    Change vs previous 13F +502 shares

    0.09% of the 13F portfolio, value $3,196,100.

    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 80,535 shares
    Change vs previous 13F +929 shares

    0.1% of the 13F portfolio, value $3,060,324.

    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 79,606 shares
    Change vs previous 13F +20,159 shares

    0.09% of the 13F portfolio, value $2,841,144.

    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 59,447 shares
    Change vs previous 13F +600 shares

    0.07% of the 13F portfolio, value $1,956,392.

    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 58,847 shares
    Change vs previous 13F +1,433 shares

    0.07% of the 13F portfolio, value $1,713,627.

    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 57,414 shares
    Change vs previous 13F +2,259 shares

    0.06% of the 13F portfolio, value $1,525,508.

    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 55,155 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $1,602,828.

    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).