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Avior Wealth Management, LLC: SPYV position timeline

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

Avior Wealth Management, LLC held 739,292 SPYV 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 739,292 shares
    Change vs previous 13F +537 shares

    1.18% of the 13F portfolio, value $44,941,538.

    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 738,755 shares
    Change vs previous 13F +49,038 shares

    1.19% of the 13F portfolio, value $41,798,733.

    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 689,717 shares
    Change vs previous 13F +29,243 shares

    1.22% of the 13F portfolio, value $39,182,844.

    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 660,474 shares
    Change vs previous 13F +41,113 shares

    1.18% of the 13F portfolio, value $36,544,047.

    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 619,361 shares
    Change vs previous 13F +12,189 shares

    1.12% of the 13F portfolio, value $32,417,381.

    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 607,172 shares
    Change vs previous 13F +3,244 shares

    1.18% of the 13F portfolio, value $31,008,300.

    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 603,928 shares
    Change vs previous 13F +4,755 shares

    1.13% of the 13F portfolio, value $30,884,888.

    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 599,173 shares
    Change vs previous 13F not available

    1.26% of the 13F portfolio, value $31,672,334.

    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).