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Avior Wealth Management, LLC: EFA position timeline

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

Avior Wealth Management, LLC held 92,906 EFA 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 92,906 shares
    Change vs previous 13F -1,613 shares

    0.25% of the 13F portfolio, value $9,651,031.

    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 94,519 shares
    Change vs previous 13F +62,996 shares

    0.26% of the 13F portfolio, value $9,180,623.

    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 31,523 shares
    Change vs previous 13F -1,338 shares

    0.09% of the 13F portfolio, value $3,027,112.

    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 32,861 shares
    Change vs previous 13F +395 shares

    0.1% of the 13F portfolio, value $3,068,199.

    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 32,466 shares
    Change vs previous 13F -62 shares

    0.1% of the 13F portfolio, value $2,902,117.

    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 32,528 shares
    Change vs previous 13F +513 shares

    0.1% of the 13F portfolio, value $2,658,540.

    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 32,015 shares
    Change vs previous 13F -3,032 shares

    0.09% of the 13F portfolio, value $2,420,701.

    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 35,047 shares
    Change vs previous 13F not available

    0.12% of the 13F portfolio, value $2,931,026.

    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).