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Avior Wealth Management, LLC: SPMD position timeline

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

Avior Wealth Management, LLC held 290,317 SPMD 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 290,317 shares
    Change vs previous 13F +3,916 shares

    0.52% of the 13F portfolio, value $19,613,819.

    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 286,401 shares
    Change vs previous 13F +11,711 shares

    0.48% of the 13F portfolio, value $16,960,679.

    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 274,690 shares
    Change vs previous 13F +26,079 shares

    0.5% of the 13F portfolio, value $15,907,321.

    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 248,611 shares
    Change vs previous 13F +25,936 shares

    0.46% of the 13F portfolio, value $14,218,039.

    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 222,675 shares
    Change vs previous 13F +9,651 shares

    0.42% of the 13F portfolio, value $12,109,089.

    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 213,024 shares
    Change vs previous 13F +12,327 shares

    0.41% of the 13F portfolio, value $10,902,571.

    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 200,697 shares
    Change vs previous 13F +12,784 shares

    0.4% of the 13F portfolio, value $10,976,120.

    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 187,913 shares
    Change vs previous 13F not available

    0.41% of the 13F portfolio, value $10,275,126.

    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).