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Avior Wealth Management, LLC: SPSM position timeline

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

Avior Wealth Management, LLC held 558,732 SPSM 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 558,732 shares
    Change vs previous 13F +8,770 shares

    0.85% of the 13F portfolio, value $32,222,062.

    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 549,962 shares
    Change vs previous 13F +9,585 shares

    0.75% of the 13F portfolio, value $26,574,141.

    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 540,377 shares
    Change vs previous 13F +20,959 shares

    0.79% of the 13F portfolio, value $25,322,044.

    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 519,418 shares
    Change vs previous 13F +22,839 shares

    0.77% of the 13F portfolio, value $24,059,444.

    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 496,579 shares
    Change vs previous 13F +11,617 shares

    0.73% of the 13F portfolio, value $21,154,256.

    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 484,962 shares
    Change vs previous 13F +9,668 shares

    0.75% of the 13F portfolio, value $19,767,038.

    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 475,294 shares
    Change vs previous 13F +7,894 shares

    0.78% of the 13F portfolio, value $21,350,233.

    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 467,400 shares
    Change vs previous 13F not available

    0.85% of the 13F portfolio, value $21,271,391.

    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).