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Avior Wealth Management, LLC: XMVM position timeline

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

Avior Wealth Management, LLC held 409,737 XMVM 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 409,737 shares
    Change vs previous 13F -115,974 shares

    0.76% of the 13F portfolio, value $29,058,578.

    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 525,711 shares
    Change vs previous 13F +17,795 shares

    0.97% of the 13F portfolio, value $34,234,308.

    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 507,916 shares
    Change vs previous 13F -7,648 shares

    1.02% of the 13F portfolio, value $32,587,869.

    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 515,564 shares
    Change vs previous 13F -5,531 shares

    1.02% of the 13F portfolio, value $31,773,682.

    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 521,095 shares
    Change vs previous 13F +12,817 shares

    1% of the 13F portfolio, value $28,986,395.

    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 508,278 shares
    Change vs previous 13F -13,055 shares

    1.02% of the 13F portfolio, value $26,808,740.

    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 521,333 shares
    Change vs previous 13F +23,494 shares

    1.06% of the 13F portfolio, value $28,892,317.

    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 497,839 shares
    Change vs previous 13F not available

    1.1% of the 13F portfolio, value $27,595,159.

    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).