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Disclosery

Avior Wealth Management, LLC: EXE position timeline

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

Avior Wealth Management, LLC held 10,922 EXE 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 10,922 shares
    Change vs previous 13F +2,867 shares

    0.03% of the 13F portfolio, value $995,977.

    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 8,055 shares
    Change vs previous 13F -661 shares

    0.03% of the 13F portfolio, value $884,278.

    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 8,716 shares
    Change vs previous 13F +5,957 shares

    0.03% of the 13F portfolio, value $961,898.

    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 2,759 shares
    Change vs previous 13F +5 shares

    0.01% of the 13F portfolio, value $293,116.

    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 2,754 shares
    Change vs previous 13F -2,251 shares

    0.01% of the 13F portfolio, value $322,053.

    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 5,005 shares
    Change vs previous 13F -2,133 shares

    0.02% of the 13F portfolio, value $557,157.

    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 7,138 shares
    Change vs previous 13F +2,138 shares

    0.03% of the 13F portfolio, value $710,587.

    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 5,000 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $411,250.

    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).