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Avior Wealth Management, LLC: MUB position timeline

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

Avior Wealth Management, LLC held 199,103 MUB 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 199,103 shares
    Change vs previous 13F -21,083 shares

    0.56% of the 13F portfolio, value $21,416,794.

    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 220,186 shares
    Change vs previous 13F -32,832 shares

    0.66% of the 13F portfolio, value $23,362,236.

    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 253,018 shares
    Change vs previous 13F +9,984 shares

    0.84% of the 13F portfolio, value $27,090,199.

    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 243,034 shares
    Change vs previous 13F -5,963 shares

    0.83% of the 13F portfolio, value $25,870,195.

    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 248,997 shares
    Change vs previous 13F +50,353 shares

    0.9% of the 13F portfolio, value $26,004,853.

    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 198,644 shares
    Change vs previous 13F +7,910 shares

    0.79% of the 13F portfolio, value $20,934,527.

    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 190,734 shares
    Change vs previous 13F +7,980 shares

    0.74% of the 13F portfolio, value $20,312,228.

    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 182,754 shares
    Change vs previous 13F not available

    0.79% of the 13F portfolio, value $19,841,905.

    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).