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Avior Wealth Management, LLC: VB position timeline

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

Avior Wealth Management, LLC held 153,346 VB 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 153,346 shares
    Change vs previous 13F +24,293 shares

    1.22% of the 13F portfolio, value $46,452,116.

    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 129,053 shares
    Change vs previous 13F -24,812 shares

    0.96% of the 13F portfolio, value $33,775,576.

    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 153,865 shares
    Change vs previous 13F +6,019 shares

    1.24% of the 13F portfolio, value $39,663,910.

    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 147,846 shares
    Change vs previous 13F +10,628 shares

    1.21% of the 13F portfolio, value $37,568,832.

    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 137,218 shares
    Change vs previous 13F +16,652 shares

    1.12% of the 13F portfolio, value $32,494,417.

    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 120,566 shares
    Change vs previous 13F -3,715 shares

    1.01% of the 13F portfolio, value $26,713,460.

    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 124,281 shares
    Change vs previous 13F +1,907 shares

    1.09% of the 13F portfolio, value $29,838,490.

    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 122,374 shares
    Change vs previous 13F not available

    1.16% of the 13F portfolio, value $29,004,810.

    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).