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Avior Wealth Management, LLC: VOT position timeline

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

Avior Wealth Management, LLC held 229,387 VOT 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 229,387 shares
    Change vs previous 13F -128,118 shares

    1.85% of the 13F portfolio, value $70,230,855.

    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 357,505 shares
    Change vs previous 13F +8,348 shares

    2.61% of the 13F portfolio, value $91,978,218.

    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 349,157 shares
    Change vs previous 13F +5,566 shares

    3.04% of the 13F portfolio, value $97,435,948.

    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 343,591 shares
    Change vs previous 13F -12,665 shares

    3.25% of the 13F portfolio, value $100,914,211.

    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 356,256 shares
    Change vs previous 13F -3,595 shares

    3.5% of the 13F portfolio, value $101,287,395.

    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 359,851 shares
    Change vs previous 13F +1,160 shares

    3.34% of the 13F portfolio, value $88,009,625.

    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 358,691 shares
    Change vs previous 13F +54,085 shares

    3.33% of the 13F portfolio, value $90,992,796.

    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 304,606 shares
    Change vs previous 13F not available

    2.95% of the 13F portfolio, value $74,138,177.

    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).