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Avior Wealth Management, LLC: QLD position timeline

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

Avior Wealth Management, LLC held 16,570 QLD 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 16,570 shares
    Change vs previous 13F 0 shares

    0.04% of the 13F portfolio, value $1,603,313.

    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 16,570 shares
    Change vs previous 13F 0 shares

    0.03% of the 13F portfolio, value $1,010,770.

    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 16,570 shares
    Change vs previous 13F +6,885 shares

    0.04% of the 13F portfolio, value $1,166,694.

    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 9,685 shares
    Change vs previous 13F -600 shares

    0.04% of the 13F portfolio, value $1,328,782.

    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 10,285 shares
    Change vs previous 13F 0 shares

    0.04% of the 13F portfolio, value $1,210,647.

    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 10,285 shares
    Change vs previous 13F 0 shares

    0.03% of the 13F portfolio, value $914,131.

    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 10,285 shares
    Change vs previous 13F -1,600 shares

    0.04% of the 13F portfolio, value $1,113,248.

    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 11,885 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $1,196,819.

    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).