Skip to content
Disclosery

Avior Wealth Management, LLC: FENI position timeline

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

Avior Wealth Management, LLC held 295,286 FENI 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 295,286 shares
    Change vs previous 13F +175,193 shares

    0.31% of the 13F portfolio, value $11,849,815.

    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 120,093 shares
    Change vs previous 13F -77,304 shares

    0.13% of the 13F portfolio, value $4,467,470.

    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 197,397 shares
    Change vs previous 13F +131,790 shares

    0.23% of the 13F portfolio, value $7,220,792.

    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 65,607 shares
    Change vs previous 13F +46,333 shares

    0.07% of the 13F portfolio, value $2,314,599.

    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 19,274 shares
    Change vs previous 13F 0 shares

    0.02% of the 13F portfolio, value $641,053.

    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 19,274 shares
    Change vs previous 13F 0 shares

    0.02% of the 13F portfolio, value $573,594.

    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 19,274 shares
    Change vs previous 13F 0 shares

    0.02% of the 13F portfolio, value $530,613.

    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 19,274 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $583,616.

    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).