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Avior Wealth Management, LLC: QQQ position timeline

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

Avior Wealth Management, LLC held 24,157 QQQ 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 24,157 shares
    Change vs previous 13F +785 shares

    0.47% of the 13F portfolio, value $17,789,112.

    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 23,372 shares
    Change vs previous 13F +3,016 shares

    0.38% of the 13F portfolio, value $13,489,946.

    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 20,356 shares
    Change vs previous 13F -599 shares

    0.39% of the 13F portfolio, value $12,504,869.

    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 20,955 shares
    Change vs previous 13F +901 shares

    0.41% of the 13F portfolio, value $12,580,667.

    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 20,054 shares
    Change vs previous 13F +467 shares

    0.38% of the 13F portfolio, value $11,062,511.

    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 19,587 shares
    Change vs previous 13F +103 shares

    0.35% of the 13F portfolio, value $9,184,775.

    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 19,484 shares
    Change vs previous 13F +4,535 shares

    0.36% of the 13F portfolio, value $9,961,290.

    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 14,949 shares
    Change vs previous 13F not available

    0.29% of the 13F portfolio, value $7,296,585.

    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).