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Avior Wealth Management, LLC: FLOT position timeline

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

Avior Wealth Management, LLC held 473,378 FLOT 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 473,378 shares
    Change vs previous 13F +162,133 shares

    0.64% of the 13F portfolio, value $24,165,930.

    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 311,245 shares
    Change vs previous 13F -51,163 shares

    0.45% of the 13F portfolio, value $15,857,910.

    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 362,408 shares
    Change vs previous 13F +122,384 shares

    0.57% of the 13F portfolio, value $18,432,067.

    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 240,024 shares
    Change vs previous 13F -2,968 shares

    0.39% of the 13F portfolio, value $12,261,634.

    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 242,992 shares
    Change vs previous 13F -65,985 shares

    0.43% of the 13F portfolio, value $12,397,464.

    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 308,977 shares
    Change vs previous 13F +103,341 shares

    0.6% of the 13F portfolio, value $15,773,257.

    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 205,636 shares
    Change vs previous 13F +36,819 shares

    0.38% of the 13F portfolio, value $10,462,788.

    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 168,817 shares
    Change vs previous 13F not available

    0.34% of the 13F portfolio, value $8,616,445.

    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).