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Avior Wealth Management, LLC: XLV position timeline

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

Avior Wealth Management, LLC held 7,937 XLV 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 7,937 shares
    Change vs previous 13F +625 shares

    0.03% of the 13F portfolio, value $1,259,363.

    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 7,312 shares
    Change vs previous 13F -280 shares

    0.03% of the 13F portfolio, value $1,072,082.

    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 7,592 shares
    Change vs previous 13F -1,392 shares

    0.04% of the 13F portfolio, value $1,175,275.

    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 8,984 shares
    Change vs previous 13F -1,252 shares

    0.04% of the 13F portfolio, value $1,250,268.

    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 10,236 shares
    Change vs previous 13F -1,603 shares

    0.05% of the 13F portfolio, value $1,379,660.

    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 11,839 shares
    Change vs previous 13F +1,346 shares

    0.07% of the 13F portfolio, value $1,728,549.

    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 10,493 shares
    Change vs previous 13F -1,569 shares

    0.05% of the 13F portfolio, value $1,443,528.

    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 12,062 shares
    Change vs previous 13F not available

    0.07% of the 13F portfolio, value $1,857,817.

    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).