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Avior Wealth Management, LLC: VYM position timeline

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

Avior Wealth Management, LLC held 115,320 VYM 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 115,320 shares
    Change vs previous 13F -9,985 shares

    0.48% of the 13F portfolio, value $18,224,049.

    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 125,305 shares
    Change vs previous 13F -13,348 shares

    0.53% of the 13F portfolio, value $18,557,665.

    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 138,653 shares
    Change vs previous 13F -29,150 shares

    0.62% of the 13F portfolio, value $19,899,459.

    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 167,803 shares
    Change vs previous 13F -31,048 shares

    0.76% of the 13F portfolio, value $23,651,866.

    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 198,851 shares
    Change vs previous 13F +44,547 shares

    0.92% of the 13F portfolio, value $26,508,882.

    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 154,304 shares
    Change vs previous 13F +58,853 shares

    0.76% of the 13F portfolio, value $19,898,999.

    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 95,451 shares
    Change vs previous 13F +27,464 shares

    0.45% of the 13F portfolio, value $12,178,673.

    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 67,987 shares
    Change vs previous 13F not available

    0.35% of the 13F portfolio, value $8,716,010.

    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).