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Avior Wealth Management, LLC: SMIZ position timeline

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

Avior Wealth Management, LLC held 1,019,930 SMIZ 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 1,019,930 shares
    Change vs previous 13F +131,956 shares

    1.2% of the 13F portfolio, value $45,509,295.

    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 887,974 shares
    Change vs previous 13F +206,353 shares

    0.93% of the 13F portfolio, value $32,917,210.

    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 681,621 shares
    Change vs previous 13F -21,294 shares

    0.79% of the 13F portfolio, value $25,213,168.

    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 702,915 shares
    Change vs previous 13F +3,774 shares

    0.85% of the 13F portfolio, value $26,253,864.

    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 699,141 shares
    Change vs previous 13F +59,857 shares

    0.82% of the 13F portfolio, value $23,693,892.

    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 639,284 shares
    Change vs previous 13F +78,541 shares

    0.73% of the 13F portfolio, value $19,342,418.

    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 560,743 shares
    Change vs previous 13F +149,391 shares

    0.68% of the 13F portfolio, value $18,605,085.

    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 411,352 shares
    Change vs previous 13F not available

    0.54% of the 13F portfolio, value $13,609,514.

    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).