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Disclosery

Avior Wealth Management, LLC: MA position timeline

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

Avior Wealth Management, LLC held 10,056 MA 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 10,056 shares
    Change vs previous 13F +27 shares

    0.14% of the 13F portfolio, value $5,164,661.

    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 10,029 shares
    Change vs previous 13F +208 shares

    0.14% of the 13F portfolio, value $5,010,950.

    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 9,821 shares
    Change vs previous 13F -286 shares

    0.17% of the 13F portfolio, value $5,606,372.

    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 10,107 shares
    Change vs previous 13F -132 shares

    0.19% of the 13F portfolio, value $5,749,241.

    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 10,239 shares
    Change vs previous 13F +975 shares

    0.2% of the 13F portfolio, value $5,753,933.

    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 9,264 shares
    Change vs previous 13F -1,384 shares

    0.19% of the 13F portfolio, value $5,077,982.

    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 10,648 shares
    Change vs previous 13F -1,377 shares

    0.21% of the 13F portfolio, value $5,607,083.

    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 12,025 shares
    Change vs previous 13F not available

    0.24% of the 13F portfolio, value $5,937,968.

    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).