AVISO WEALTH MANAGEMENT: BA position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of AVISO WEALTH MANAGEMENT on BA, newest first. How the timeline and the estimate are built.
AVISO WEALTH MANAGEMENT held 13,319 BA shares at 2026-06-30 per its 13F-HR filed 2026-08-05.
the latest 13F is the newest step
- period ended2026-06-3013F 13,319 sharesChange vs previous 13F -312 shares
0.98% of the 13F portfolio, value $2,883,164.
13F-HR 0002011802-26-000003 filed by AVISO WEALTH MANAGEMENT
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 13,631 sharesChange vs previous 13F +59 shares
1.22% of the 13F portfolio, value $2,712,978.
13F-HR 0002011802-26-000002 filed by AVISO WEALTH MANAGEMENT
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 13,572 sharesChange vs previous 13F +5,632 shares
1.24% of the 13F portfolio, value $2,946,753.
13F-HR 0002011802-26-000001 filed by AVISO WEALTH MANAGEMENT
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 7,940 sharesChange vs previous 13F +3,846 shares
0.75% of the 13F portfolio, value $1,713,690.
13F-HR 0002011802-25-000007 filed by AVISO WEALTH MANAGEMENT
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 4,094 sharesChange vs previous 13F -2 shares
0.4% of the 13F portfolio, value $857,816.
13F-HR 0002011802-25-000003 filed by AVISO WEALTH MANAGEMENT
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 4,096 sharesChange vs previous 13F -188 shares
0.37% of the 13F portfolio, value $698,573.
13F-HR 0002011802-25-000002 filed by AVISO WEALTH MANAGEMENT
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 4,284 sharesChange vs previous 13F -832 shares
0.39% of the 13F portfolio, value $758,180.
13F-HR 0002011802-25-000001 filed by AVISO WEALTH MANAGEMENT
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 5,116 sharesChange vs previous 13F not available
0.42% of the 13F portfolio, value $777,761.
13F-HR 0002011802-24-000004 filed by AVISO WEALTH MANAGEMENT
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).