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Disclosery

Avior Wealth Management, LLC: SYLD position timeline

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

Avior Wealth Management, LLC held 4,260 SYLD 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 4,260 shares
    Change vs previous 13F -231 shares

    0.01% of the 13F portfolio, value $336,910.

    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 4,491 shares
    Change vs previous 13F -61 shares

    0.01% of the 13F portfolio, value $338,666.

    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 4,552 shares
    Change vs previous 13F -262 shares

    0.01% of the 13F portfolio, value $316,455.

    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 4,814 shares
    Change vs previous 13F +195 shares

    0.01% of the 13F portfolio, value $330,529.

    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 4,619 shares
    Change vs previous 13F 0 shares

    0.01% of the 13F portfolio, value $300,374.

    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 4,619 shares
    Change vs previous 13F -226 shares

    0.01% of the 13F portfolio, value $294,692.

    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 4,845 shares
    Change vs previous 13F -197 shares

    0.01% of the 13F portfolio, value $331,737.

    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 5,042 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $364,889.

    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).