Skip to content
Disclosery

Avior Wealth Management, LLC: IVW position timeline

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

Avior Wealth Management, LLC held 239,337 IVW 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 239,337 shares
    Change vs previous 13F +8,509 shares

    0.87% of the 13F portfolio, value $32,916,075.

    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 230,828 shares
    Change vs previous 13F +9,190 shares

    0.74% of the 13F portfolio, value $26,108,906.

    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 221,638 shares
    Change vs previous 13F -1,206 shares

    0.85% of the 13F portfolio, value $27,319,050.

    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 222,844 shares
    Change vs previous 13F +1,182 shares

    0.87% of the 13F portfolio, value $26,901,743.

    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 221,662 shares
    Change vs previous 13F +1,830 shares

    0.84% of the 13F portfolio, value $24,404,956.

    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 219,832 shares
    Change vs previous 13F -840 shares

    0.77% of the 13F portfolio, value $20,407,041.

    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 220,672 shares
    Change vs previous 13F +16,752 shares

    0.82% of the 13F portfolio, value $22,404,862.

    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 203,920 shares
    Change vs previous 13F not available

    0.78% of the 13F portfolio, value $19,525,413.

    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).