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Avior Wealth Management, LLC: VOE position timeline

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

Avior Wealth Management, LLC held 335,783 VOE 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 335,783 shares
    Change vs previous 13F -192,442 shares

    1.74% of the 13F portfolio, value $66,331,129.

    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 528,225 shares
    Change vs previous 13F -12,601 shares

    2.76% of the 13F portfolio, value $97,322,897.

    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 540,826 shares
    Change vs previous 13F +3,268 shares

    2.99% of the 13F portfolio, value $95,908,626.

    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 537,558 shares
    Change vs previous 13F -3,739 shares

    3.02% of the 13F portfolio, value $93,829,473.

    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 541,297 shares
    Change vs previous 13F +3,361 shares

    3.08% of the 13F portfolio, value $89,005,373.

    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 537,936 shares
    Change vs previous 13F +7,791 shares

    3.28% of the 13F portfolio, value $86,344,338.

    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 530,145 shares
    Change vs previous 13F +33,228 shares

    3.14% of the 13F portfolio, value $85,745,599.

    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 496,917 shares
    Change vs previous 13F not available

    3.32% of the 13F portfolio, value $83,301,474.

    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).