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Avior Wealth Management, LLC: HEGD position timeline

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

Avior Wealth Management, LLC held 533,624 HEGD 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 533,624 shares
    Change vs previous 13F -42,501 shares

    0.37% of the 13F portfolio, value $14,226,413.

    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 576,125 shares
    Change vs previous 13F +11,391 shares

    0.4% of the 13F portfolio, value $14,230,285.

    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 564,734 shares
    Change vs previous 13F +105,564 shares

    0.44% of the 13F portfolio, value $14,236,942.

    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 459,170 shares
    Change vs previous 13F +2,332 shares

    0.37% of the 13F portfolio, value $11,442,511.

    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 456,838 shares
    Change vs previous 13F -20,467 shares

    0.37% of the 13F portfolio, value $10,735,688.

    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 477,305 shares
    Change vs previous 13F +31,868 shares

    0.4% of the 13F portfolio, value $10,452,974.

    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 445,437 shares
    Change vs previous 13F +37,693 shares

    0.37% of the 13F portfolio, value $9,977,805.

    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 407,744 shares
    Change vs previous 13F not available

    0.36% of the 13F portfolio, value $9,076,381.

    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).