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Avior Wealth Management, LLC: XLF position timeline

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

Avior Wealth Management, LLC held 55,012 XLF 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 55,012 shares
    Change vs previous 13F +4,992 shares

    0.08% of the 13F portfolio, value $2,949,215.

    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 50,020 shares
    Change vs previous 13F +9,514 shares

    0.07% of the 13F portfolio, value $2,469,497.

    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 40,506 shares
    Change vs previous 13F +2,358 shares

    0.07% of the 13F portfolio, value $2,218,500.

    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 38,148 shares
    Change vs previous 13F -4,517 shares

    0.07% of the 13F portfolio, value $2,055,051.

    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 42,665 shares
    Change vs previous 13F -5,435 shares

    0.08% of the 13F portfolio, value $2,234,362.

    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 48,100 shares
    Change vs previous 13F +5,283 shares

    0.09% of the 13F portfolio, value $2,395,879.

    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 42,817 shares
    Change vs previous 13F -411 shares

    0.08% of the 13F portfolio, value $2,069,366.

    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 43,228 shares
    Change vs previous 13F not available

    0.08% of the 13F portfolio, value $1,959,095.

    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).