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Avior Wealth Management, LLC: SCHH position timeline

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

Avior Wealth Management, LLC held 403,264 SCHH 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 403,264 shares
    Change vs previous 13F +5,819 shares

    0.25% of the 13F portfolio, value $9,549,288.

    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 397,445 shares
    Change vs previous 13F +23,744 shares

    0.24% of the 13F portfolio, value $8,541,086.

    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 373,701 shares
    Change vs previous 13F +33,431 shares

    0.24% of the 13F portfolio, value $7,806,616.

    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 340,270 shares
    Change vs previous 13F +30,882 shares

    0.24% of the 13F portfolio, value $7,339,620.

    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 309,388 shares
    Change vs previous 13F +11,980 shares

    0.23% of the 13F portfolio, value $6,546,647.

    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 297,408 shares
    Change vs previous 13F +5,987 shares

    0.24% of the 13F portfolio, value $6,397,241.

    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 291,421 shares
    Change vs previous 13F +9,230 shares

    0.22% of the 13F portfolio, value $6,137,337.

    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 282,191 shares
    Change vs previous 13F not available

    0.26% of the 13F portfolio, value $6,538,384.

    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).