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Avior Wealth Management, LLC: IMCG position timeline

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

Avior Wealth Management, LLC held 310,631 IMCG 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 310,631 shares
    Change vs previous 13F -135,475 shares

    0.8% of the 13F portfolio, value $30,535,044.

    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 446,106 shares
    Change vs previous 13F -179,614 shares

    1% of the 13F portfolio, value $35,139,773.

    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 625,720 shares
    Change vs previous 13F -9,538 shares

    1.56% of the 13F portfolio, value $49,957,451.

    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 635,258 shares
    Change vs previous 13F +21 shares

    1.69% of the 13F portfolio, value $52,554,934.

    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 635,237 shares
    Change vs previous 13F +22,204 shares

    1.76% of the 13F portfolio, value $50,965,046.

    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 613,033 shares
    Change vs previous 13F +55,065 shares

    1.66% of the 13F portfolio, value $43,788,956.

    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 557,968 shares
    Change vs previous 13F +10,058 shares

    1.54% of the 13F portfolio, value $42,143,343.

    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 547,910 shares
    Change vs previous 13F not available

    1.59% of the 13F portfolio, value $39,968,904.

    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).