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Avior Wealth Management, LLC: IJH position timeline

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

Avior Wealth Management, LLC held 88,453 IJH 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 88,453 shares
    Change vs previous 13F -472 shares

    0.18% of the 13F portfolio, value $6,820,575.

    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 88,925 shares
    Change vs previous 13F +4,500 shares

    0.17% of the 13F portfolio, value $6,005,115.

    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 84,425 shares
    Change vs previous 13F -5,340 shares

    0.17% of the 13F portfolio, value $5,572,051.

    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 89,765 shares
    Change vs previous 13F -2,632 shares

    0.19% of the 13F portfolio, value $5,858,057.

    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 92,397 shares
    Change vs previous 13F -1,102 shares

    0.2% of the 13F portfolio, value $5,730,435.

    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 93,499 shares
    Change vs previous 13F -6,273 shares

    0.21% of the 13F portfolio, value $5,455,669.

    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 99,772 shares
    Change vs previous 13F -9,938 shares

    0.23% of the 13F portfolio, value $6,216,847.

    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 109,710 shares
    Change vs previous 13F not available

    0.27% of the 13F portfolio, value $6,837,136.

    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).