Skip to content
Disclosery

Avior Wealth Management, LLC: SCHB position timeline

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

Avior Wealth Management, LLC held 861,398 SCHB 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 861,398 shares
    Change vs previous 13F -2,051 shares

    0.66% of the 13F portfolio, value $24,946,100.

    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 863,449 shares
    Change vs previous 13F +17,308 shares

    0.61% of the 13F portfolio, value $21,672,573.

    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 846,141 shares
    Change vs previous 13F -2,129 shares

    0.69% of the 13F portfolio, value $22,194,291.

    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 848,270 shares
    Change vs previous 13F +4,181 shares

    0.7% of the 13F portfolio, value $21,809,028.

    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 844,089 shares
    Change vs previous 13F -167,679 shares

    0.69% of the 13F portfolio, value $20,114,635.

    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 1,011,768 shares
    Change vs previous 13F -13,517 shares

    0.83% of the 13F portfolio, value $21,783,370.

    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 1,025,285 shares
    Change vs previous 13F +677,956 shares

    0.85% of the 13F portfolio, value $23,273,989.

    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 347,329 shares
    Change vs previous 13F not available

    0.92% of the 13F portfolio, value $23,104,356.

    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).