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Avior Wealth Management, LLC: SPEM position timeline

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

Avior Wealth Management, LLC held 190,134 SPEM 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 190,134 shares
    Change vs previous 13F +157,484 shares

    0.26% of the 13F portfolio, value $9,845,141.

    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 32,650 shares
    Change vs previous 13F -157,146 shares

    0.04% of the 13F portfolio, value $1,531,598.

    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 189,796 shares
    Change vs previous 13F +300 shares

    0.28% of the 13F portfolio, value $8,884,337.

    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 189,496 shares
    Change vs previous 13F +29,105 shares

    0.29% of the 13F portfolio, value $8,870,330.

    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 160,391 shares
    Change vs previous 13F -2,788 shares

    0.24% of the 13F portfolio, value $6,855,099.

    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 163,179 shares
    Change vs previous 13F -22,780 shares

    0.24% of the 13F portfolio, value $6,424,359.

    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 185,959 shares
    Change vs previous 13F -951 shares

    0.26% of the 13F portfolio, value $7,135,253.

    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 186,910 shares
    Change vs previous 13F not available

    0.31% of the 13F portfolio, value $7,715,661.

    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).