Avior Wealth Management, LLC: GRID position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Avior Wealth Management, LLC on GRID, newest first. How the timeline and the estimate are built.
Avior Wealth Management, LLC held 22,676 GRID shares at 2026-06-30 per its 13F-HR filed 2026-07-07.
the latest 13F is the newest step
- period ended2026-06-3013F 22,676 sharesChange vs previous 13F +9,611 shares
0.11% of the 13F portfolio, value $4,348,045.
13F-HR 0001754960-26-000402 filed by Avior Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 13,065 sharesChange vs previous 13F +5,694 shares
0.06% of the 13F portfolio, value $2,137,151.
13F-HR 0001754960-26-000212 filed by Avior Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 7,371 sharesChange vs previous 13F +3,822 shares
0.04% of the 13F portfolio, value $1,127,980.
13F-HR 0001754960-26-000005 filed by Avior Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 3,549 sharesChange vs previous 13F +3,549 shares
0.02% of the 13F portfolio, value $536,193.
13F-HR 0001754960-25-000798 filed by Avior Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 0 sharesChange vs previous 13F not available
13F-HR 0001599868-24-000011 filed by Avior Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
Exited: the 13F for this period no longer lists the position.