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Avior Wealth Management, LLC: QYLD position timeline

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

Avior Wealth Management, LLC held 14,501 QYLD 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 14,501 shares
    Change vs previous 13F -157 shares

    0.01% of the 13F portfolio, value $267,253.

    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 14,658 shares
    Change vs previous 13F -204 shares

    0.01% of the 13F portfolio, value $251,385.

    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 14,862 shares
    Change vs previous 13F -1,074 shares

    0.01% of the 13F portfolio, value $262,612.

    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 15,936 shares
    Change vs previous 13F -1,366 shares

    0.01% of the 13F portfolio, value $271,068.

    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 17,302 shares
    Change vs previous 13F -174 shares

    0.01% of the 13F portfolio, value $289,283.

    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 17,476 shares
    Change vs previous 13F -1,044 shares

    0.01% of the 13F portfolio, value $290,629.

    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 18,520 shares
    Change vs previous 13F +723 shares

    0.01% of the 13F portfolio, value $337,452.

    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 17,797 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $321,057.

    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).