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Avior Wealth Management, LLC: SCHX position timeline

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

Avior Wealth Management, LLC held 98,998 SCHX 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 98,998 shares
    Change vs previous 13F -914 shares

    0.08% of the 13F portfolio, value $2,913,509.

    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 99,912 shares
    Change vs previous 13F -10,272 shares

    0.07% of the 13F portfolio, value $2,561,753.

    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 110,184 shares
    Change vs previous 13F -1,561 shares

    0.09% of the 13F portfolio, value $2,965,044.

    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 111,745 shares
    Change vs previous 13F -4,226 shares

    0.09% of the 13F portfolio, value $2,943,372.

    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 115,971 shares
    Change vs previous 13F -5,397 shares

    0.1% of the 13F portfolio, value $2,834,331.

    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 121,368 shares
    Change vs previous 13F -6,436 shares

    0.1% of the 13F portfolio, value $2,679,804.

    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 127,804 shares
    Change vs previous 13F +83,767 shares

    0.11% of the 13F portfolio, value $2,962,517.

    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 44,037 shares
    Change vs previous 13F not available

    0.12% of the 13F portfolio, value $2,987,940.

    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).