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Disclosery

Avior Wealth Management, LLC: USMV position timeline

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

Avior Wealth Management, LLC held 18,117 USMV 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 18,117 shares
    Change vs previous 13F -2,283 shares

    0.05% of the 13F portfolio, value $1,747,525.

    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 20,400 shares
    Change vs previous 13F +709 shares

    0.05% of the 13F portfolio, value $1,891,858.

    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 19,691 shares
    Change vs previous 13F -285 shares

    0.06% of the 13F portfolio, value $1,854,109.

    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 19,976 shares
    Change vs previous 13F -2,709 shares

    0.06% of the 13F portfolio, value $1,900,510.

    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 22,685 shares
    Change vs previous 13F +2,660 shares

    0.07% of the 13F portfolio, value $2,129,465.

    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 20,025 shares
    Change vs previous 13F -623 shares

    0.07% of the 13F portfolio, value $1,875,539.

    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 20,648 shares
    Change vs previous 13F -166 shares

    0.07% of the 13F portfolio, value $1,833,407.

    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 20,814 shares
    Change vs previous 13F not available

    0.08% of the 13F portfolio, value $1,900,602.

    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).