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AVISO WEALTH MANAGEMENT: LADR position timeline

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

AVISO WEALTH MANAGEMENT held 127,073 LADR 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 127,073 shares
    Change vs previous 13F +1,402 shares

    0.43% of the 13F portfolio, value $1,264,380.

    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 125,671 shares
    Change vs previous 13F -854 shares

    0.55% of the 13F portfolio, value $1,227,810.

    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 126,525 shares
    Change vs previous 13F -1,558 shares

    0.58% of the 13F portfolio, value $1,390,511.

    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 128,083 shares
    Change vs previous 13F +718 shares

    0.61% of the 13F portfolio, value $1,397,384.

    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 127,365 shares
    Change vs previous 13F -1,120 shares

    0.64% of the 13F portfolio, value $1,369,171.

    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 128,485 shares
    Change vs previous 13F +1,812 shares

    0.78% of the 13F portfolio, value $1,466,014.

    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 126,673 shares
    Change vs previous 13F -4,255 shares

    0.72% of the 13F portfolio, value $1,417,471.

    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 130,928 shares
    Change vs previous 13F not available

    0.82% of the 13F portfolio, value $1,518,766.

    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).