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Avior Wealth Management, LLC: VGSH position timeline

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

Avior Wealth Management, LLC held 93,511 VGSH 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 93,511 shares
    Change vs previous 13F +444 shares

    0.14% of the 13F portfolio, value $5,442,342.

    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 93,067 shares
    Change vs previous 13F +41,717 shares

    0.15% of the 13F portfolio, value $5,448,134.

    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 51,350 shares
    Change vs previous 13F -27,260 shares

    0.09% of the 13F portfolio, value $3,015,808.

    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 78,610 shares
    Change vs previous 13F +20,425 shares

    0.15% of the 13F portfolio, value $4,626,218.

    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 58,185 shares
    Change vs previous 13F +13,116 shares

    0.12% of the 13F portfolio, value $3,420,090.

    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 45,069 shares
    Change vs previous 13F +17,216 shares

    0.1% of the 13F portfolio, value $2,645,107.

    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 27,853 shares
    Change vs previous 13F +16,046 shares

    0.06% of the 13F portfolio, value $1,620,536.

    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 11,807 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $696,871.

    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).