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Avior Wealth Management, LLC: VTV position timeline

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

Avior Wealth Management, LLC held 202,913 VTV 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 202,913 shares
    Change vs previous 13F -5,574 shares

    1.16% of the 13F portfolio, value $44,220,809.

    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 208,487 shares
    Change vs previous 13F +6,250 shares

    1.16% of the 13F portfolio, value $40,905,232.

    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 202,237 shares
    Change vs previous 13F -1,432 shares

    1.2% of the 13F portfolio, value $38,625,248.

    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 203,669 shares
    Change vs previous 13F -311 shares

    1.22% of the 13F portfolio, value $37,982,226.

    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 203,980 shares
    Change vs previous 13F -329 shares

    1.25% of the 13F portfolio, value $36,051,448.

    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 204,309 shares
    Change vs previous 13F +343 shares

    1.34% of the 13F portfolio, value $35,292,400.

    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 203,966 shares
    Change vs previous 13F +73,570 shares

    1.26% of the 13F portfolio, value $34,531,578.

    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 130,396 shares
    Change vs previous 13F not available

    0.91% of the 13F portfolio, value $22,763,242.

    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).