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Disclosery

Avior Wealth Management, LLC: USRT position timeline

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

Avior Wealth Management, LLC held 98,502 USRT 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 98,502 shares
    Change vs previous 13F -19,026 shares

    0.17% of the 13F portfolio, value $6,545,466.

    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 117,528 shares
    Change vs previous 13F +4,825 shares

    0.2% of the 13F portfolio, value $6,956,490.

    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 112,703 shares
    Change vs previous 13F -22,362 shares

    0.2% of the 13F portfolio, value $6,419,571.

    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 135,065 shares
    Change vs previous 13F -19,771 shares

    0.26% of the 13F portfolio, value $7,931,003.

    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 154,836 shares
    Change vs previous 13F +35,753 shares

    0.3% of the 13F portfolio, value $8,757,536.

    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 119,083 shares
    Change vs previous 13F +116,783 shares

    0.26% of the 13F portfolio, value $6,859,182.

    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 2,300 shares
    Change vs previous 13F +736 shares

    <0.01% of the 13F portfolio, value $131,825.

    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 1,564 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $96,300.

    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).