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Avior Wealth Management, LLC: VNQ position timeline

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

Avior Wealth Management, LLC held 170,953 VNQ 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 170,953 shares
    Change vs previous 13F +56,870 shares

    0.43% of the 13F portfolio, value $16,475,417.

    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 114,083 shares
    Change vs previous 13F +1,018 shares

    0.29% of the 13F portfolio, value $10,110,378.

    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 113,065 shares
    Change vs previous 13F +2,372 shares

    0.31% of the 13F portfolio, value $9,996,395.

    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 110,693 shares
    Change vs previous 13F +734 shares

    0.33% of the 13F portfolio, value $10,110,474.

    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 109,959 shares
    Change vs previous 13F +1,852 shares

    0.34% of the 13F portfolio, value $9,784,128.

    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 108,107 shares
    Change vs previous 13F -1,830 shares

    0.37% of the 13F portfolio, value $9,779,096.

    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 109,937 shares
    Change vs previous 13F +44,474 shares

    0.36% of the 13F portfolio, value $9,784,406.

    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 65,463 shares
    Change vs previous 13F not available

    0.25% of the 13F portfolio, value $6,367,845.

    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).