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Avior Wealth Management, LLC: PBR position timeline

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

Avior Wealth Management, LLC held 14,378 PBR 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 14,378 shares
    Change vs previous 13F -1,771 shares

    0.01% of the 13F portfolio, value $232,345.

    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 16,149 shares
    Change vs previous 13F +511 shares

    0.01% of the 13F portfolio, value $335,088.

    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 15,638 shares
    Change vs previous 13F -2,376 shares

    0.01% of the 13F portfolio, value $185,308.

    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 18,014 shares
    Change vs previous 13F +4,580 shares

    0.01% of the 13F portfolio, value $228,057.

    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 13,434 shares
    Change vs previous 13F -27,075 shares

    0.01% of the 13F portfolio, value $168,059.

    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 40,509 shares
    Change vs previous 13F +7 shares

    0.02% of the 13F portfolio, value $580,898.

    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 40,502 shares
    Change vs previous 13F +10,888 shares

    0.02% of the 13F portfolio, value $520,867.

    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 29,614 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $426,737.

    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).