Skip to content
Disclosery

Avior Wealth Management, LLC: VUG position timeline

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

Avior Wealth Management, LLC held 2,759,568 VUG 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 2,759,568 shares
    Change vs previous 13F +2,324,150 shares

    6.25% of the 13F portfolio, value $237,605,455.

    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 435,418 shares
    Change vs previous 13F -11,866 shares

    5.39% of the 13F portfolio, value $189,936,437.

    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 447,284 shares
    Change vs previous 13F +6,620 shares

    6.8% of the 13F portfolio, value $218,163,155.

    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 440,664 shares
    Change vs previous 13F -6,430 shares

    6.81% of the 13F portfolio, value $211,279,597.

    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 447,094 shares
    Change vs previous 13F +1,790 shares

    6.77% of the 13F portfolio, value $195,937,691.

    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 445,304 shares
    Change vs previous 13F +4,251 shares

    6.27% of the 13F portfolio, value $165,090,564.

    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 441,053 shares
    Change vs previous 13F +117,656 shares

    6.62% of the 13F portfolio, value $180,985,217.

    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 323,397 shares
    Change vs previous 13F not available

    4.94% of the 13F portfolio, value $124,123,737.

    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).