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Avior Wealth Management, LLC: HD position timeline

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

Avior Wealth Management, LLC held 13,112 HD 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 13,112 shares
    Change vs previous 13F -2,955 shares

    0.12% of the 13F portfolio, value $4,624,309.

    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 16,067 shares
    Change vs previous 13F -66 shares

    0.15% of the 13F portfolio, value $5,284,245.

    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 16,133 shares
    Change vs previous 13F -178 shares

    0.17% of the 13F portfolio, value $5,551,195.

    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 16,311 shares
    Change vs previous 13F +159 shares

    0.21% of the 13F portfolio, value $6,609,232.

    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 16,152 shares
    Change vs previous 13F -222 shares

    0.2% of the 13F portfolio, value $5,922,088.

    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 16,374 shares
    Change vs previous 13F -576 shares

    0.23% of the 13F portfolio, value $6,000,822.

    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 16,950 shares
    Change vs previous 13F -1,263 shares

    0.24% of the 13F portfolio, value $6,593,506.

    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 18,213 shares
    Change vs previous 13F not available

    0.29% of the 13F portfolio, value $7,380,043.

    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).