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AVISO WEALTH MANAGEMENT: MA position timeline

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

AVISO WEALTH MANAGEMENT held 6,561 MA 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 6,561 shares
    Change vs previous 13F +76 shares

    1.15% of the 13F portfolio, value $3,369,922.

    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 6,485 shares
    Change vs previous 13F +426 shares

    1.46% of the 13F portfolio, value $3,240,452.

    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 6,059 shares
    Change vs previous 13F +1,007 shares

    1.45% of the 13F portfolio, value $3,459,300.

    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 5,052 shares
    Change vs previous 13F +381 shares

    1.25% of the 13F portfolio, value $2,873,812.

    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 4,671 shares
    Change vs previous 13F +1,456 shares

    1.23% of the 13F portfolio, value $2,624,697.

    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 3,215 shares
    Change vs previous 13F +271 shares

    0.94% of the 13F portfolio, value $1,762,059.

    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 2,944 shares
    Change vs previous 13F +559 shares

    0.79% of the 13F portfolio, value $1,550,057.

    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 2,385 shares
    Change vs previous 13F not available

    0.64% of the 13F portfolio, value $1,177,515.

    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).