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Avior Wealth Management, LLC: IVV position timeline

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

Avior Wealth Management, LLC held 71,296 IVV 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 71,296 shares
    Change vs previous 13F -15,474 shares

    1.4% of the 13F portfolio, value $53,392,846.

    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 86,770 shares
    Change vs previous 13F -4,961 shares

    1.61% of the 13F portfolio, value $56,679,356.

    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 91,731 shares
    Change vs previous 13F -20,902 shares

    1.96% of the 13F portfolio, value $62,830,382.

    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 112,633 shares
    Change vs previous 13F -6,889 shares

    2.43% of the 13F portfolio, value $75,385,146.

    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 119,522 shares
    Change vs previous 13F +67 shares

    2.56% of the 13F portfolio, value $74,211,445.

    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 119,455 shares
    Change vs previous 13F +2,479 shares

    2.55% of the 13F portfolio, value $67,121,751.

    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 116,976 shares
    Change vs previous 13F +5,214 shares

    2.52% of the 13F portfolio, value $68,861,535.

    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 111,762 shares
    Change vs previous 13F not available

    2.57% of the 13F portfolio, value $64,466,827.

    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).