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Disclosery

Avior Wealth Management, LLC: HYG position timeline

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

Avior Wealth Management, LLC held 22,251 HYG 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 22,251 shares
    Change vs previous 13F +8,103 shares

    0.05% of the 13F portfolio, value $1,779,387.

    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 14,148 shares
    Change vs previous 13F +1,550 shares

    0.03% of the 13F portfolio, value $1,125,585.

    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 12,598 shares
    Change vs previous 13F +4,112 shares

    0.03% of the 13F portfolio, value $1,015,793.

    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 8,486 shares
    Change vs previous 13F -614 shares

    0.02% of the 13F portfolio, value $688,965.

    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 9,100 shares
    Change vs previous 13F +112 shares

    0.03% of the 13F portfolio, value $733,936.

    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 8,988 shares
    Change vs previous 13F -312 shares

    0.03% of the 13F portfolio, value $709,053.

    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 9,300 shares
    Change vs previous 13F -54 shares

    0.03% of the 13F portfolio, value $731,475.

    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 9,354 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $751,179.

    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).