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Avior Wealth Management, LLC: SLYV position timeline

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

Avior Wealth Management, LLC held 99,126 SLYV 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 99,126 shares
    Change vs previous 13F +29,902 shares

    0.28% of the 13F portfolio, value $10,804,867.

    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 69,224 shares
    Change vs previous 13F -6,885 shares

    0.19% of the 13F portfolio, value $6,537,826.

    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 76,109 shares
    Change vs previous 13F -5,113 shares

    0.22% of the 13F portfolio, value $6,914,608.

    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 81,222 shares
    Change vs previous 13F -7,371 shares

    0.23% of the 13F portfolio, value $7,191,590.

    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 88,593 shares
    Change vs previous 13F -94,383 shares

    0.24% of the 13F portfolio, value $7,058,283.

    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 182,976 shares
    Change vs previous 13F -23,379 shares

    0.54% of the 13F portfolio, value $14,337,597.

    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 206,355 shares
    Change vs previous 13F -162,300 shares

    0.66% of the 13F portfolio, value $17,995,900.

    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 368,655 shares
    Change vs previous 13F not available

    1.27% of the 13F portfolio, value $31,998,085.

    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).