Skip to content
Disclosery

Avior Wealth Management, LLC: VBR position timeline

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

Avior Wealth Management, LLC held 90,711 VBR 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 90,711 shares
    Change vs previous 13F -3,257 shares

    0.58% of the 13F portfolio, value $22,041,804.

    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 93,968 shares
    Change vs previous 13F +391 shares

    0.58% of the 13F portfolio, value $20,414,445.

    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 93,577 shares
    Change vs previous 13F -78 shares

    0.62% of the 13F portfolio, value $19,818,718.

    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 93,655 shares
    Change vs previous 13F +779 shares

    0.63% of the 13F portfolio, value $19,546,633.

    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 92,876 shares
    Change vs previous 13F -763 shares

    0.63% of the 13F portfolio, value $18,111,799.

    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 93,639 shares
    Change vs previous 13F -2,705 shares

    0.66% of the 13F portfolio, value $17,444,012.

    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 96,344 shares
    Change vs previous 13F +22,512 shares

    0.7% of the 13F portfolio, value $19,093,468.

    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 73,832 shares
    Change vs previous 13F not available

    0.59% of the 13F portfolio, value $14,824,057.

    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).