Skip to content
Disclosery

Avior Wealth Management, LLC: EFG position timeline

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

Avior Wealth Management, LLC held 97,585 EFG 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 97,585 shares
    Change vs previous 13F +4,861 shares

    0.32% of the 13F portfolio, value $12,141,467.

    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 92,724 shares
    Change vs previous 13F +1,234 shares

    0.29% of the 13F portfolio, value $10,326,680.

    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 91,490 shares
    Change vs previous 13F +438 shares

    0.32% of the 13F portfolio, value $10,422,535.

    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 91,052 shares
    Change vs previous 13F +2,650 shares

    0.33% of the 13F portfolio, value $10,368,951.

    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 88,402 shares
    Change vs previous 13F +1,190 shares

    0.34% of the 13F portfolio, value $9,901,078.

    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 87,212 shares
    Change vs previous 13F -764 shares

    0.33% of the 13F portfolio, value $8,721,173.

    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 87,976 shares
    Change vs previous 13F +87,020 shares

    0.31% of the 13F portfolio, value $8,518,757.

    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 956 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $102,985.

    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).