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Avior Wealth Management, LLC: IYW position timeline

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

Avior Wealth Management, LLC held 13,673 IYW 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 13,673 shares
    Change vs previous 13F +2,015 shares

    0.09% of the 13F portfolio, value $3,448,797.

    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 11,658 shares
    Change vs previous 13F +3,524 shares

    0.06% of the 13F portfolio, value $2,114,940.

    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 8,134 shares
    Change vs previous 13F +1,104 shares

    0.05% of the 13F portfolio, value $1,624,220.

    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 7,030 shares
    Change vs previous 13F +96 shares

    0.04% of the 13F portfolio, value $1,376,889.

    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 6,934 shares
    Change vs previous 13F +329 shares

    0.04% of the 13F portfolio, value $1,201,414.

    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 6,605 shares
    Change vs previous 13F +1,882 shares

    0.04% of the 13F portfolio, value $927,579.

    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 4,723 shares
    Change vs previous 13F +2,516 shares

    0.03% of the 13F portfolio, value $753,554.

    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 2,207 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $334,722.

    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).