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Avior Wealth Management, LLC: SCHF position timeline

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

Avior Wealth Management, LLC held 163,381 SCHF 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 163,381 shares
    Change vs previous 13F -4,543 shares

    0.12% of the 13F portfolio, value $4,525,661.

    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 167,924 shares
    Change vs previous 13F +23,651 shares

    0.12% of the 13F portfolio, value $4,156,116.

    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 144,273 shares
    Change vs previous 13F +492 shares

    0.11% of the 13F portfolio, value $3,468,314.

    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 143,781 shares
    Change vs previous 13F -4,252 shares

    0.11% of the 13F portfolio, value $3,347,228.

    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 148,033 shares
    Change vs previous 13F -4,681 shares

    0.11% of the 13F portfolio, value $3,271,537.

    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 152,714 shares
    Change vs previous 13F -1,409 shares

    0.11% of the 13F portfolio, value $3,020,685.

    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 154,123 shares
    Change vs previous 13F +77,671 shares

    0.1% of the 13F portfolio, value $2,851,281.

    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 76,452 shares
    Change vs previous 13F not available

    0.13% of the 13F portfolio, value $3,143,735.

    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).