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Avior Wealth Management, LLC: SGOV position timeline

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

Avior Wealth Management, LLC held 17,260 SGOV 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 17,260 shares
    Change vs previous 13F +2,357 shares

    0.05% of the 13F portfolio, value $1,737,541.

    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 14,903 shares
    Change vs previous 13F -4,608 shares

    0.04% of the 13F portfolio, value $1,500,162.

    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 19,511 shares
    Change vs previous 13F +12,654 shares

    0.06% of the 13F portfolio, value $1,958,489.

    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 6,857 shares
    Change vs previous 13F +2,623 shares

    0.02% of the 13F portfolio, value $690,548.

    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 4,234 shares
    Change vs previous 13F +862 shares

    0.01% of the 13F portfolio, value $426,321.

    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 3,372 shares
    Change vs previous 13F +1,900 shares

    0.01% of the 13F portfolio, value $339,459.

    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 1,472 shares
    Change vs previous 13F +310 shares

    0.01% of the 13F portfolio, value $147,671.

    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 1,162 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $117,036.

    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).