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Avior Wealth Management, LLC: VOO position timeline

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

Avior Wealth Management, LLC held 76,784 VOO 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 76,784 shares
    Change vs previous 13F -259 shares

    1.39% of the 13F portfolio, value $52,735,772.

    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 77,043 shares
    Change vs previous 13F +3,792 shares

    1.31% of the 13F portfolio, value $46,036,823.

    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 73,251 shares
    Change vs previous 13F -510 shares

    1.43% of the 13F portfolio, value $45,938,180.

    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 73,761 shares
    Change vs previous 13F +3,611 shares

    1.45% of the 13F portfolio, value $45,169,721.

    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 70,150 shares
    Change vs previous 13F +1,726 shares

    1.38% of the 13F portfolio, value $39,847,223.

    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 68,424 shares
    Change vs previous 13F +850 shares

    1.34% of the 13F portfolio, value $35,163,679.

    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 67,574 shares
    Change vs previous 13F +2,762 shares

    1.33% of the 13F portfolio, value $36,409,690.

    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 64,812 shares
    Change vs previous 13F not available

    1.36% of the 13F portfolio, value $34,199,374.

    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).