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AVISO WEALTH MANAGEMENT: SBUX position timeline

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

AVISO WEALTH MANAGEMENT held 5,226 SBUX 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 5,226 shares
    Change vs previous 13F -343 shares

    0.18% of the 13F portfolio, value $534,124.

    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 5,569 shares
    Change vs previous 13F -284 shares

    0.22% of the 13F portfolio, value $498,941.

    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 5,853 shares
    Change vs previous 13F -897 shares

    0.21% of the 13F portfolio, value $492,895.

    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 6,750 shares
    Change vs previous 13F -1,489 shares

    0.25% of the 13F portfolio, value $571,080.

    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 8,239 shares
    Change vs previous 13F -420 shares

    0.35% of the 13F portfolio, value $754,972.

    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 8,659 shares
    Change vs previous 13F -1,623 shares

    0.45% of the 13F portfolio, value $849,396.

    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 10,282 shares
    Change vs previous 13F -2,227 shares

    0.48% of the 13F portfolio, value $938,265.

    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 12,509 shares
    Change vs previous 13F not available

    0.66% of the 13F portfolio, value $1,219,537.

    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).