Skip to content
Disclosery

Avior Wealth Management, LLC: XLK position timeline

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

Avior Wealth Management, LLC held 63,676 XLK 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 63,676 shares
    Change vs previous 13F +19,751 shares

    0.32% of the 13F portfolio, value $12,131,552.

    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 43,925 shares
    Change vs previous 13F +5,638 shares

    0.17% of the 13F portfolio, value $5,837,643.

    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 38,287 shares
    Change vs previous 13F +16,957 shares

    0.17% of the 13F portfolio, value $5,512,149.

    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 21,330 shares
    Change vs previous 13F -664 shares

    0.19% of the 13F portfolio, value $6,012,156.

    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 21,994 shares
    Change vs previous 13F +1,991 shares

    0.19% of the 13F portfolio, value $5,569,587.

    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 20,003 shares
    Change vs previous 13F -78 shares

    0.16% of the 13F portfolio, value $4,130,278.

    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 20,081 shares
    Change vs previous 13F +397 shares

    0.17% of the 13F portfolio, value $4,669,247.

    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 19,684 shares
    Change vs previous 13F not available

    0.18% of the 13F portfolio, value $4,444,006.

    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).