Skip to content
Disclosery

Avior Wealth Management, LLC: IWP position timeline

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

Avior Wealth Management, LLC held 22,109 IWP 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 22,109 shares
    Change vs previous 13F -2,274 shares

    0.08% of the 13F portfolio, value $3,222,501.

    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 24,383 shares
    Change vs previous 13F +271 shares

    0.09% of the 13F portfolio, value $3,111,176.

    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 24,112 shares
    Change vs previous 13F -1,794 shares

    0.1% of the 13F portfolio, value $3,288,361.

    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 25,906 shares
    Change vs previous 13F +354 shares

    0.12% of the 13F portfolio, value $3,675,096.

    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 25,552 shares
    Change vs previous 13F -327 shares

    0.12% of the 13F portfolio, value $3,529,849.

    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 25,879 shares
    Change vs previous 13F -854 shares

    0.11% of the 13F portfolio, value $3,028,924.

    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 26,733 shares
    Change vs previous 13F +1,684 shares

    0.12% of the 13F portfolio, value $3,375,940.

    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 25,049 shares
    Change vs previous 13F not available

    0.12% of the 13F portfolio, value $2,926,448.

    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).