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Avior Wealth Management, LLC: VWO position timeline

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

Avior Wealth Management, LLC held 333,795 VWO 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 333,795 shares
    Change vs previous 13F -6,454 shares

    0.52% of the 13F portfolio, value $19,924,205.

    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 340,249 shares
    Change vs previous 13F -4,154 shares

    0.52% of the 13F portfolio, value $18,390,446.

    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 344,403 shares
    Change vs previous 13F +11,599 shares

    0.58% of the 13F portfolio, value $18,515,104.

    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 332,804 shares
    Change vs previous 13F +6,069 shares

    0.58% of the 13F portfolio, value $18,031,328.

    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 326,735 shares
    Change vs previous 13F +4,093 shares

    0.56% of the 13F portfolio, value $16,160,307.

    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 322,642 shares
    Change vs previous 13F +4,680 shares

    0.55% of the 13F portfolio, value $14,602,792.

    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 317,962 shares
    Change vs previous 13F +82,698 shares

    0.51% of the 13F portfolio, value $14,003,052.

    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 235,264 shares
    Change vs previous 13F not available

    0.45% of the 13F portfolio, value $11,257,409.

    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).