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Avior Wealth Management, LLC: FISV position timeline

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

Avior Wealth Management, LLC held 25,406 FISV 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 25,406 shares
    Change vs previous 13F +4,737 shares

    0.03% of the 13F portfolio, value $1,246,164.

    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 20,669 shares
    Change vs previous 13F +2,926 shares

    0.03% of the 13F portfolio, value $1,153,330.

    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 17,743 shares
    Change vs previous 13F -13,114 shares

    0.04% of the 13F portfolio, value $1,191,797.

    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 30,857 shares
    Change vs previous 13F +5,540 shares

    0.13% of the 13F portfolio, value $3,978,393.

    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 25,317 shares
    Change vs previous 13F -411 shares

    0.15% of the 13F portfolio, value $4,364,904.

    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 25,728 shares
    Change vs previous 13F -757 shares

    0.22% of the 13F portfolio, value $5,681,514.

    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 26,485 shares
    Change vs previous 13F -3,313 shares

    0.2% of the 13F portfolio, value $5,440,548.

    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 29,798 shares
    Change vs previous 13F not available

    0.21% of the 13F portfolio, value $5,353,210.

    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).