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Avior Wealth Management, LLC: XNEAX position timeline

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

Avior Wealth Management, LLC held 106,073 XNEAX 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 106,073 shares
    Change vs previous 13F +4,250 shares

    0.03% of the 13F portfolio, value $1,245,297.

    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 101,823 shares
    Change vs previous 13F +2,173 shares

    0.03% of the 13F portfolio, value $1,143,472.

    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 99,650 shares
    Change vs previous 13F -12,542 shares

    0.04% of the 13F portfolio, value $1,158,932.

    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 112,192 shares
    Change vs previous 13F +6,860 shares

    0.04% of the 13F portfolio, value $1,277,863.

    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 105,332 shares
    Change vs previous 13F +15,555 shares

    0.04% of the 13F portfolio, value $1,150,225.

    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 89,777 shares
    Change vs previous 13F -13,238 shares

    0.04% of the 13F portfolio, value $1,005,502.

    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 103,015 shares
    Change vs previous 13F +3,879 shares

    0.04% of the 13F portfolio, value $1,162,009.

    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 99,136 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $1,186,657.

    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).