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Avior Wealth Management, LLC: XLU position timeline

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

Avior Wealth Management, LLC held 57,985 XLU 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 57,985 shares
    Change vs previous 13F +3,006 shares

    0.07% of the 13F portfolio, value $2,629,043.

    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 54,979 shares
    Change vs previous 13F +17,862 shares

    0.07% of the 13F portfolio, value $2,522,989.

    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 37,117 shares
    Change vs previous 13F +21,140 shares

    0.05% of the 13F portfolio, value $1,584,510.

    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 15,977 shares
    Change vs previous 13F +715 shares

    0.04% of the 13F portfolio, value $1,393,363.

    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 15,262 shares
    Change vs previous 13F -756 shares

    0.04% of the 13F portfolio, value $1,246,286.

    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 16,018 shares
    Change vs previous 13F -588 shares

    0.05% of the 13F portfolio, value $1,263,055.

    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 16,606 shares
    Change vs previous 13F +198 shares

    0.05% of the 13F portfolio, value $1,256,969.

    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 16,408 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $1,325,475.

    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).