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Avior Wealth Management, LLC: IVOV position timeline

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

Avior Wealth Management, LLC held 161,287 IVOV 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 161,287 shares
    Change vs previous 13F +2,753 shares

    0.48% of the 13F portfolio, value $18,397,971.

    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 158,534 shares
    Change vs previous 13F +7,763 shares

    0.46% of the 13F portfolio, value $16,162,509.

    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 150,771 shares
    Change vs previous 13F +11,443 shares

    0.47% of the 13F portfolio, value $15,229,346.

    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 139,328 shares
    Change vs previous 13F +14,451 shares

    0.45% of the 13F portfolio, value $14,040,059.

    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 124,877 shares
    Change vs previous 13F +107,424 shares

    0.41% of the 13F portfolio, value $11,921,985.

    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 17,453 shares
    Change vs previous 13F -72 shares

    0.06% of the 13F portfolio, value $1,606,403.

    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 17,525 shares
    Change vs previous 13F -26 shares

    0.06% of the 13F portfolio, value $1,674,634.

    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 17,551 shares
    Change vs previous 13F not available

    0.07% of the 13F portfolio, value $1,680,157.

    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).