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Avior Wealth Management, LLC: FTCB position timeline

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

Avior Wealth Management, LLC held 197,652 FTCB 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 197,652 shares
    Change vs previous 13F -71,153 shares

    0.11% of the 13F portfolio, value $4,122,023.

    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 268,805 shares
    Change vs previous 13F not available

    0.16% of the 13F portfolio, value $5,634,155.

    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).