Skip to content
Disclosery

Avior Wealth Management, LLC: XLC position timeline

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

Avior Wealth Management, LLC held 11,043 XLC 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 11,043 shares
    Change vs previous 13F -12 shares

    0.03% of the 13F portfolio, value $1,183,017.

    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 11,055 shares
    Change vs previous 13F -493 shares

    0.03% of the 13F portfolio, value $1,225,555.

    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 11,548 shares
    Change vs previous 13F -1,150 shares

    0.04% of the 13F portfolio, value $1,359,401.

    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 12,698 shares
    Change vs previous 13F -1,645 shares

    0.05% of the 13F portfolio, value $1,503,022.

    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 14,343 shares
    Change vs previous 13F +1 shares

    0.05% of the 13F portfolio, value $1,556,689.

    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 14,342 shares
    Change vs previous 13F -59 shares

    0.05% of the 13F portfolio, value $1,383,273.

    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 14,401 shares
    Change vs previous 13F -684 shares

    0.05% of the 13F portfolio, value $1,394,160.

    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 15,085 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $1,363,684.

    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).