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Avior Wealth Management, LLC: SCHP position timeline

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

Avior Wealth Management, LLC held 1,013,405 SCHP 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 1,013,405 shares
    Change vs previous 13F +30,494 shares

    0.71% of the 13F portfolio, value $26,855,245.

    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 982,911 shares
    Change vs previous 13F +68,579 shares

    0.74% of the 13F portfolio, value $26,155,261.

    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 914,332 shares
    Change vs previous 13F +73,692 shares

    0.75% of the 13F portfolio, value $24,220,644.

    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 840,640 shares
    Change vs previous 13F +39,010 shares

    0.73% of the 13F portfolio, value $22,655,252.

    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 801,630 shares
    Change vs previous 13F +20,385 shares

    0.74% of the 13F portfolio, value $21,387,486.

    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 781,245 shares
    Change vs previous 13F +13,072 shares

    0.8% of the 13F portfolio, value $21,007,683.

    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 768,173 shares
    Change vs previous 13F +401,825 shares

    0.73% of the 13F portfolio, value $19,841,932.

    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 366,348 shares
    Change vs previous 13F not available

    0.78% of the 13F portfolio, value $19,647,288.

    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).