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Avior Wealth Management, LLC: IDNA position timeline

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

Avior Wealth Management, LLC held 37,305 IDNA 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 37,305 shares
    Change vs previous 13F +11,151 shares

    0.03% of the 13F portfolio, value $1,259,028.

    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 26,154 shares
    Change vs previous 13F 0 shares

    0.02% of the 13F portfolio, value $759,783.

    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 26,154 shares
    Change vs previous 13F -2,321 shares

    0.02% of the 13F portfolio, value $684,982.

    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 28,475 shares
    Change vs previous 13F +476 shares

    0.02% of the 13F portfolio, value $672,431.

    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 27,999 shares
    Change vs previous 13F +232 shares

    0.02% of the 13F portfolio, value $574,264.

    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 27,767 shares
    Change vs previous 13F +1,117 shares

    0.02% of the 13F portfolio, value $568,940.

    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 26,650 shares
    Change vs previous 13F +17,150 shares

    0.02% of the 13F portfolio, value $603,105.

    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 9,500 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $233,832.

    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).