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Avior Wealth Management, LLC: IEFA position timeline

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

Avior Wealth Management, LLC held 47,820 IEFA 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 47,820 shares
    Change vs previous 13F -1,901 shares

    0.12% of the 13F portfolio, value $4,618,450.

    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 49,721 shares
    Change vs previous 13F -4,137 shares

    0.13% of the 13F portfolio, value $4,501,281.

    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 53,858 shares
    Change vs previous 13F -187 shares

    0.15% of the 13F portfolio, value $4,818,125.

    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 54,045 shares
    Change vs previous 13F +7,041 shares

    0.15% of the 13F portfolio, value $4,718,711.

    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 47,004 shares
    Change vs previous 13F -1,313 shares

    0.14% of the 13F portfolio, value $3,923,909.

    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 48,317 shares
    Change vs previous 13F -1,928 shares

    0.14% of the 13F portfolio, value $3,655,153.

    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 50,245 shares
    Change vs previous 13F -945 shares

    0.13% of the 13F portfolio, value $3,531,238.

    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 51,190 shares
    Change vs previous 13F not available

    0.16% of the 13F portfolio, value $3,995,434.

    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).