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Avior Wealth Management, LLC: RDVI position timeline

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

Avior Wealth Management, LLC held 30,342 RDVI shares at 2026-09-30 per its 13F-HR filed 2026-10-13.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 30,342 shares
    Change vs previous 13F -97 shares

    0.02% of the 13F portfolio, value $845,930.

    13F-HR 0001754960-26-000839 filed by Avior Wealth Management, LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 30,439 shares
    Change vs previous 13F +1,025 shares

    0.02% of the 13F portfolio, value $894,912.

    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).

  3. period ended2026-03-31
    13F 29,414 shares
    Change vs previous 13F +545 shares

    0.02% of the 13F portfolio, value $751,524.

    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).

  4. period ended2025-12-31
    13F 28,869 shares
    Change vs previous 13F -1,270 shares

    0.02% of the 13F portfolio, value $757,530.

    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).

  5. period ended2025-09-30
    13F 30,139 shares
    Change vs previous 13F +618 shares

    0.03% of the 13F portfolio, value $779,103.

    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).

  6. period ended2025-06-30
    13F 29,521 shares
    Change vs previous 13F -45 shares

    0.03% of the 13F portfolio, value $729,464.

    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).

  7. period ended2025-03-31
    13F 29,566 shares
    Change vs previous 13F +493 shares

    0.03% of the 13F portfolio, value $701,312.

    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).

  8. period ended2024-12-31
    13F 29,073 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $704,741.

    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).