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Avior Wealth Management, LLC: URTH position timeline

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

Avior Wealth Management, LLC held 5,279 URTH 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 5,279 shares
    Change vs previous 13F -32 shares

    0.03% of the 13F portfolio, value $1,069,680.

    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 5,311 shares
    Change vs previous 13F -90 shares

    0.03% of the 13F portfolio, value $956,124.

    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 5,401 shares
    Change vs previous 13F -184 shares

    0.03% of the 13F portfolio, value $1,003,383.

    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 5,585 shares
    Change vs previous 13F -42 shares

    0.03% of the 13F portfolio, value $1,013,967.

    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 5,627 shares
    Change vs previous 13F -263 shares

    0.03% of the 13F portfolio, value $953,064.

    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 5,890 shares
    Change vs previous 13F -1,208 shares

    0.03% of the 13F portfolio, value $902,236.

    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 7,098 shares
    Change vs previous 13F -650 shares

    0.04% of the 13F portfolio, value $1,103,745.

    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 7,748 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $1,215,825.

    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).