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Avior Wealth Management, LLC: IYF position timeline

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

Avior Wealth Management, LLC held 18,100 IYF 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 18,100 shares
    Change vs previous 13F -318 shares

    0.06% of the 13F portfolio, value $2,307,934.

    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 18,418 shares
    Change vs previous 13F -1,152 shares

    0.06% of the 13F portfolio, value $2,167,032.

    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 19,570 shares
    Change vs previous 13F +1,536 shares

    0.08% of the 13F portfolio, value $2,523,114.

    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 18,034 shares
    Change vs previous 13F +1,258 shares

    0.07% of the 13F portfolio, value $2,283,868.

    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 16,776 shares
    Change vs previous 13F +554 shares

    0.07% of the 13F portfolio, value $2,029,761.

    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 16,222 shares
    Change vs previous 13F +2,518 shares

    0.07% of the 13F portfolio, value $1,830,707.

    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 13,704 shares
    Change vs previous 13F +1,589 shares

    0.06% of the 13F portfolio, value $1,515,430.

    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 12,115 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $1,258,831.

    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).