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Disclosery

Avior Wealth Management, LLC: DNP position timeline

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

Avior Wealth Management, LLC held 72,333 DNP 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 72,333 shares
    Change vs previous 13F +64 shares

    0.02% of the 13F portfolio, value $780,470.

    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 72,269 shares
    Change vs previous 13F +67 shares

    0.02% of the 13F portfolio, value $744,366.

    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 72,202 shares
    Change vs previous 13F -14,489 shares

    0.02% of the 13F portfolio, value $721,303.

    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 86,691 shares
    Change vs previous 13F -22,848 shares

    0.03% of the 13F portfolio, value $867,775.

    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 109,539 shares
    Change vs previous 13F +916 shares

    0.04% of the 13F portfolio, value $1,072,387.

    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 108,623 shares
    Change vs previous 13F 0 shares

    0.04% of the 13F portfolio, value $1,074,281.

    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 108,623 shares
    Change vs previous 13F +52,190 shares

    0.04% of the 13F portfolio, value $958,054.

    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 56,433 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $566,587.

    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).