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Disclosery

Avior Wealth Management, LLC: SHOP position timeline

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

Avior Wealth Management, LLC held 12,476 SHOP 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 12,476 shares
    Change vs previous 13F -1,251 shares

    0.04% of the 13F portfolio, value $1,424,510.

    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 13,727 shares
    Change vs previous 13F -750 shares

    0.05% of the 13F portfolio, value $1,628,297.

    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 14,477 shares
    Change vs previous 13F +305 shares

    0.07% of the 13F portfolio, value $2,330,363.

    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 14,172 shares
    Change vs previous 13F +563 shares

    0.07% of the 13F portfolio, value $2,106,101.

    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 13,609 shares
    Change vs previous 13F +3,347 shares

    0.05% of the 13F portfolio, value $1,569,798.

    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 10,262 shares
    Change vs previous 13F -3,025 shares

    0.04% of the 13F portfolio, value $979,816.

    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 13,287 shares
    Change vs previous 13F -15 shares

    0.05% of the 13F portfolio, value $1,412,806.

    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 13,302 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $1,066,021.

    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).