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Avior Wealth Management, LLC: SPTS position timeline

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

Avior Wealth Management, LLC held 121,635 SPTS 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 121,635 shares
    Change vs previous 13F -2,782 shares

    0.09% of the 13F portfolio, value $3,528,626.

    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 124,417 shares
    Change vs previous 13F -2,442 shares

    0.1% of the 13F portfolio, value $3,630,501.

    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 126,859 shares
    Change vs previous 13F -920 shares

    0.12% of the 13F portfolio, value $3,714,426.

    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 127,779 shares
    Change vs previous 13F -2,764 shares

    0.12% of the 13F portfolio, value $3,746,473.

    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 130,543 shares
    Change vs previous 13F -2,356 shares

    0.13% of the 13F portfolio, value $3,823,606.

    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 132,899 shares
    Change vs previous 13F +2,914 shares

    0.15% of the 13F portfolio, value $3,885,959.

    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 129,985 shares
    Change vs previous 13F +1,744 shares

    0.14% of the 13F portfolio, value $3,770,891.

    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 128,241 shares
    Change vs previous 13F not available

    0.15% of the 13F portfolio, value $3,771,574.

    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).