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Avior Wealth Management, LLC: RBA position timeline

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

Avior Wealth Management, LLC held 11,373 RBA 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 11,373 shares
    Change vs previous 13F -25 shares

    0.03% of the 13F portfolio, value $1,324,386.

    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 11,398 shares
    Change vs previous 13F +747 shares

    0.03% of the 13F portfolio, value $1,092,498.

    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 10,651 shares
    Change vs previous 13F -2,492 shares

    0.03% of the 13F portfolio, value $1,095,668.

    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 13,143 shares
    Change vs previous 13F -71 shares

    0.05% of the 13F portfolio, value $1,424,175.

    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 13,214 shares
    Change vs previous 13F +11,333 shares

    0.05% of the 13F portfolio, value $1,403,195.

    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 1,881 shares
    Change vs previous 13F -11,333 shares

    0.01% of the 13F portfolio, value $188,664.

    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 13,214 shares
    Change vs previous 13F -400 shares

    0.04% of the 13F portfolio, value $1,192,034.

    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 13,614 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $1,095,790.

    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).