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Avior Wealth Management, LLC: META position timeline

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

Avior Wealth Management, LLC held 21,159 META 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 21,159 shares
    Change vs previous 13F -1,650 shares

    0.31% of the 13F portfolio, value $11,918,881.

    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 22,809 shares
    Change vs previous 13F +412 shares

    0.37% of the 13F portfolio, value $13,049,592.

    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 22,397 shares
    Change vs previous 13F +1,562 shares

    0.46% of the 13F portfolio, value $14,783,932.

    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 20,835 shares
    Change vs previous 13F -212 shares

    0.49% of the 13F portfolio, value $15,301,068.

    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 21,047 shares
    Change vs previous 13F +2,822 shares

    0.54% of the 13F portfolio, value $15,534,378.

    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 18,225 shares
    Change vs previous 13F -4,062 shares

    0.4% of the 13F portfolio, value $10,504,139.

    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 22,287 shares
    Change vs previous 13F -1,316 shares

    0.48% of the 13F portfolio, value $13,049,608.

    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 23,603 shares
    Change vs previous 13F not available

    0.54% of the 13F portfolio, value $13,511,677.

    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).