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Avior Wealth Management, LLC: VNQI position timeline

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

Avior Wealth Management, LLC held 128,421 VNQI 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 128,421 shares
    Change vs previous 13F +4,458 shares

    0.15% of the 13F portfolio, value $5,759,677.

    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 123,963 shares
    Change vs previous 13F +6,967 shares

    0.16% of the 13F portfolio, value $5,510,170.

    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 116,996 shares
    Change vs previous 13F +7,065 shares

    0.17% of the 13F portfolio, value $5,363,087.

    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 109,931 shares
    Change vs previous 13F +8,858 shares

    0.17% of the 13F portfolio, value $5,248,107.

    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 101,073 shares
    Change vs previous 13F +3,400 shares

    0.16% of the 13F portfolio, value $4,664,517.

    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 97,673 shares
    Change vs previous 13F +3,286 shares

    0.15% of the 13F portfolio, value $3,951,861.

    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 94,387 shares
    Change vs previous 13F +7,883 shares

    0.14% of the 13F portfolio, value $3,733,986.

    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 86,504 shares
    Change vs previous 13F not available

    0.16% of the 13F portfolio, value $4,057,927.

    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).