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AVISO WEALTH MANAGEMENT: GIS position timeline

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

AVISO WEALTH MANAGEMENT held 12,797 GIS 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 12,797 shares
    Change vs previous 13F -296 shares

    0.15% of the 13F portfolio, value $445,348.

    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 13,093 shares
    Change vs previous 13F -1,018 shares

    0.22% of the 13F portfolio, value $487,335.

    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 14,111 shares
    Change vs previous 13F -1,258 shares

    0.28% of the 13F portfolio, value $656,205.

    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 15,369 shares
    Change vs previous 13F -4,748 shares

    0.34% of the 13F portfolio, value $774,883.

    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 20,117 shares
    Change vs previous 13F -4,226 shares

    0.49% of the 13F portfolio, value $1,042,239.

    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 24,343 shares
    Change vs previous 13F -2,576 shares

    0.77% of the 13F portfolio, value $1,455,442.

    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 26,919 shares
    Change vs previous 13F -5,035 shares

    0.88% of the 13F portfolio, value $1,716,608.

    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 31,954 shares
    Change vs previous 13F not available

    1.28% of the 13F portfolio, value $2,359,788.

    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).