Skip to content
Disclosery

Avior Wealth Management, LLC: XLE position timeline

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

Avior Wealth Management, LLC held 58,591 XLE 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 58,591 shares
    Change vs previous 13F +13,171 shares

    0.08% of the 13F portfolio, value $3,106,550.

    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 45,420 shares
    Change vs previous 13F +13,425 shares

    0.08% of the 13F portfolio, value $2,776,381.

    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 31,995 shares
    Change vs previous 13F +15,850 shares

    0.04% of the 13F portfolio, value $1,426,116.

    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 16,145 shares
    Change vs previous 13F +1,011 shares

    0.05% of the 13F portfolio, value $1,433,599.

    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 15,134 shares
    Change vs previous 13F -206 shares

    0.04% of the 13F portfolio, value $1,275,174.

    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 15,340 shares
    Change vs previous 13F +1,244 shares

    0.05% of the 13F portfolio, value $1,424,307.

    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 14,096 shares
    Change vs previous 13F +839 shares

    0.04% of the 13F portfolio, value $1,199,059.

    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 13,257 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $1,155,361.

    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).