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AVISO WEALTH MANAGEMENT: COST position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of AVISO WEALTH MANAGEMENT on COST, newest first. How the timeline and the estimate are built.

AVISO WEALTH MANAGEMENT held 5,358 COST shares at 2026-06-30 per its 13F-HR filed 2026-08-05.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 5,358 shares
    Change vs previous 13F +239 shares

    1.71% of the 13F portfolio, value $5,012,321.

    13F-HR 0002011802-26-000003 filed by AVISO WEALTH MANAGEMENT
    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 5,119 shares
    Change vs previous 13F +435 shares

    2.3% of the 13F portfolio, value $5,100,790.

    13F-HR 0002011802-26-000002 filed by AVISO WEALTH MANAGEMENT
    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 4,684 shares
    Change vs previous 13F +545 shares

    1.7% of the 13F portfolio, value $4,039,689.

    13F-HR 0002011802-26-000001 filed by AVISO WEALTH MANAGEMENT
    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 4,139 shares
    Change vs previous 13F +406 shares

    1.67% of the 13F portfolio, value $3,830,838.

    13F-HR 0002011802-25-000007 filed by AVISO WEALTH MANAGEMENT
    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 3,733 shares
    Change vs previous 13F +583 shares

    1.73% of the 13F portfolio, value $3,695,072.

    13F-HR 0002011802-25-000003 filed by AVISO WEALTH MANAGEMENT
    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 3,150 shares
    Change vs previous 13F +191 shares

    1.58% of the 13F portfolio, value $2,978,971.

    13F-HR 0002011802-25-000002 filed by AVISO WEALTH MANAGEMENT
    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 2,959 shares
    Change vs previous 13F -60 shares

    1.38% of the 13F portfolio, value $2,711,010.

    13F-HR 0002011802-25-000001 filed by AVISO WEALTH MANAGEMENT
    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 3,019 shares
    Change vs previous 13F not available

    1.45% of the 13F portfolio, value $2,676,511.

    13F-HR 0002011802-24-000004 filed by AVISO WEALTH MANAGEMENT
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).