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Avior Wealth Management, LLC: SPDW position timeline

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

Avior Wealth Management, LLC held 152,322 SPDW 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 152,322 shares
    Change vs previous 13F +2,152 shares

    0.2% of the 13F portfolio, value $7,675,492.

    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 150,170 shares
    Change vs previous 13F +104 shares

    0.19% of the 13F portfolio, value $6,855,281.

    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 150,066 shares
    Change vs previous 13F -3,358 shares

    0.21% of the 13F portfolio, value $6,664,451.

    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 153,424 shares
    Change vs previous 13F -7,241 shares

    0.21% of the 13F portfolio, value $6,565,007.

    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 160,665 shares
    Change vs previous 13F +3,946 shares

    0.22% of the 13F portfolio, value $6,505,340.

    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 156,719 shares
    Change vs previous 13F -5,771 shares

    0.22% of the 13F portfolio, value $5,706,154.

    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 162,490 shares
    Change vs previous 13F -8,790 shares

    0.2% of the 13F portfolio, value $5,545,794.

    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 171,280 shares
    Change vs previous 13F not available

    0.26% of the 13F portfolio, value $6,433,282.

    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).