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Disclosery

Avior Wealth Management, LLC: GBTC position timeline

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

Avior Wealth Management, LLC held 7,354 GBTC shares at 2026-09-30 per its 13F-HR filed 2026-10-13.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 7,354 shares
    Change vs previous 13F +878 shares

    0.01% of the 13F portfolio, value $474,995.

    13F-HR 0001754960-26-000839 filed by Avior Wealth Management, LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 6,476 shares
    Change vs previous 13F -201 shares

    0.01% of the 13F portfolio, value $294,788.

    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).

  3. period ended2026-03-31
    13F 6,677 shares
    Change vs previous 13F -1,268 shares

    0.01% of the 13F portfolio, value $352,279.

    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).

  4. period ended2025-12-31
    13F 7,945 shares
    Change vs previous 13F +4,405 shares

    0.02% of the 13F portfolio, value $543,120.

    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).

  5. period ended2025-09-30
    13F 3,540 shares
    Change vs previous 13F +3,540 shares

    0.01% of the 13F portfolio, value $317,786.

    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).

  6. period ended2025-03-31
    13F 0 shares
    Change vs previous 13F -1,621 shares

    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).

    Exited: the 13F for this period no longer lists the position.

  7. period ended2024-12-31
    13F 1,621 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $119,986.

    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).