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Avior Wealth Management, LLC: EZU position timeline

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

Avior Wealth Management, LLC held 13,093 EZU 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 13,093 shares
    Change vs previous 13F -2,287 shares

    0.02% of the 13F portfolio, value $909,958.

    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 15,380 shares
    Change vs previous 13F -1,676 shares

    0.03% of the 13F portfolio, value $963,402.

    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 17,056 shares
    Change vs previous 13F -25,221 shares

    0.03% of the 13F portfolio, value $1,093,283.

    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 42,277 shares
    Change vs previous 13F -180,875 shares

    0.08% of the 13F portfolio, value $2,618,654.

    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 223,152 shares
    Change vs previous 13F +123,868 shares

    0.46% of the 13F portfolio, value $13,266,368.

    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 99,284 shares
    Change vs previous 13F +99,050 shares

    0.2% of the 13F portfolio, value $5,286,873.

    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 234 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $11,044.

    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).