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Avior Wealth Management, LLC: SCHA position timeline

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

Avior Wealth Management, LLC held 100,460 SCHA 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 100,460 shares
    Change vs previous 13F -45,204 shares

    0.1% of the 13F portfolio, value $3,629,625.

    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 145,664 shares
    Change vs previous 13F +94,702 shares

    0.12% of the 13F portfolio, value $4,235,918.

    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 50,962 shares
    Change vs previous 13F +4,781 shares

    0.05% of the 13F portfolio, value $1,451,392.

    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 46,181 shares
    Change vs previous 13F -500 shares

    0.04% of the 13F portfolio, value $1,288,444.

    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 46,681 shares
    Change vs previous 13F -2,511 shares

    0.04% of the 13F portfolio, value $1,181,034.

    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 49,192 shares
    Change vs previous 13F -4,369 shares

    0.04% of the 13F portfolio, value $1,152,563.

    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 53,561 shares
    Change vs previous 13F +26,519 shares

    0.05% of the 13F portfolio, value $1,385,112.

    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 27,042 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $1,392,708.

    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).