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Avior Wealth Management, LLC: SPYG position timeline

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

Avior Wealth Management, LLC held 73,278 SPYG 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 73,278 shares
    Change vs previous 13F -2,569 shares

    0.23% of the 13F portfolio, value $8,719,367.

    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 75,847 shares
    Change vs previous 13F +9,354 shares

    0.21% of the 13F portfolio, value $7,426,179.

    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 66,493 shares
    Change vs previous 13F -3,564 shares

    0.22% of the 13F portfolio, value $7,094,802.

    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 70,057 shares
    Change vs previous 13F -5,683 shares

    0.24% of the 13F portfolio, value $7,321,614.

    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 75,740 shares
    Change vs previous 13F -1,332 shares

    0.25% of the 13F portfolio, value $7,219,497.

    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 77,072 shares
    Change vs previous 13F -2,734 shares

    0.24% of the 13F portfolio, value $6,194,244.

    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 79,806 shares
    Change vs previous 13F -11,169 shares

    0.26% of the 13F portfolio, value $7,015,034.

    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 90,975 shares
    Change vs previous 13F not available

    0.3% of the 13F portfolio, value $7,545,543.

    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).