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Avior Wealth Management, LLC: VBK position timeline

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

Avior Wealth Management, LLC held 84,243 VBK 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 84,243 shares
    Change vs previous 13F -46,806 shares

    0.81% of the 13F portfolio, value $30,771,101.

    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 131,049 shares
    Change vs previous 13F -2,044 shares

    1.12% of the 13F portfolio, value $39,579,287.

    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 133,093 shares
    Change vs previous 13F -217 shares

    1.25% of the 13F portfolio, value $40,178,607.

    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 133,310 shares
    Change vs previous 13F -2,541 shares

    1.28% of the 13F portfolio, value $39,646,002.

    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 135,851 shares
    Change vs previous 13F +1,202 shares

    1.3% of the 13F portfolio, value $37,595,042.

    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 134,649 shares
    Change vs previous 13F +4,930 shares

    1.29% of the 13F portfolio, value $33,875,563.

    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 129,719 shares
    Change vs previous 13F +28,458 shares

    1.33% of the 13F portfolio, value $36,301,440.

    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 101,261 shares
    Change vs previous 13F not available

    1.08% of the 13F portfolio, value $27,047,701.

    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).