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Avior Wealth Management, LLC: OWL position timeline

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

Avior Wealth Management, LLC held 34,142 OWL 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 34,142 shares
    Change vs previous 13F +2,023 shares

    0.01% of the 13F portfolio, value $298,742.

    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 32,119 shares
    Change vs previous 13F +560 shares

    0.01% of the 13F portfolio, value $293,250.

    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 31,559 shares
    Change vs previous 13F +2,227 shares

    0.01% of the 13F portfolio, value $471,491.

    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 29,332 shares
    Change vs previous 13F -1,371 shares

    0.02% of the 13F portfolio, value $496,591.

    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 30,703 shares
    Change vs previous 13F +5,141 shares

    0.02% of the 13F portfolio, value $589,805.

    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 25,562 shares
    Change vs previous 13F -1,641 shares

    0.02% of the 13F portfolio, value $512,262.

    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 27,203 shares
    Change vs previous 13F -9,441 shares

    0.02% of the 13F portfolio, value $632,741.

    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 36,644 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $709,427.

    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).