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Avior Wealth Management, LLC: IWY position timeline

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

Avior Wealth Management, LLC held 15,380 IWY 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 15,380 shares
    Change vs previous 13F -493 shares

    0.12% of the 13F portfolio, value $4,469,797.

    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 15,873 shares
    Change vs previous 13F -533 shares

    0.11% of the 13F portfolio, value $3,949,801.

    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 16,406 shares
    Change vs previous 13F -390 shares

    0.14% of the 13F portfolio, value $4,543,416.

    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 16,796 shares
    Change vs previous 13F -424 shares

    0.15% of the 13F portfolio, value $4,596,337.

    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 17,220 shares
    Change vs previous 13F -575 shares

    0.15% of the 13F portfolio, value $4,244,805.

    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 17,795 shares
    Change vs previous 13F -1,807 shares

    0.14% of the 13F portfolio, value $3,753,727.

    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 19,602 shares
    Change vs previous 13F -1,279 shares

    0.17% of the 13F portfolio, value $4,611,953.

    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 20,881 shares
    Change vs previous 13F not available

    0.18% of the 13F portfolio, value $4,594,965.

    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).