AVISO WEALTH MANAGEMENT: STX position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of AVISO WEALTH MANAGEMENT on STX, newest first. How the timeline and the estimate are built.
AVISO WEALTH MANAGEMENT held 6,751 STX shares at 2026-06-30 per its 13F-HR filed 2026-08-05.
the latest 13F is the newest step
- period ended2026-06-3013F 6,751 sharesChange vs previous 13F -155 shares
2.22% of the 13F portfolio, value $6,514,755.
13F-HR 0002011802-26-000003 filed by AVISO WEALTH MANAGEMENT
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 6,906 sharesChange vs previous 13F -328 shares
1.22% of the 13F portfolio, value $2,705,511.
13F-HR 0002011802-26-000002 filed by AVISO WEALTH MANAGEMENT
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 7,234 sharesChange vs previous 13F -24 shares
0.84% of the 13F portfolio, value $1,992,223.
13F-HR 0002011802-26-000001 filed by AVISO WEALTH MANAGEMENT
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 7,258 sharesChange vs previous 13F +45 shares
0.75% of the 13F portfolio, value $1,713,289.
13F-HR 0002011802-25-000007 filed by AVISO WEALTH MANAGEMENT
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 7,213 sharesChange vs previous 13F -153 shares
0.49% of the 13F portfolio, value $1,041,031.
13F-HR 0002011802-25-000003 filed by AVISO WEALTH MANAGEMENT
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 7,366 sharesChange vs previous 13F -166 shares
0.33% of the 13F portfolio, value $625,719.
13F-HR 0002011802-25-000002 filed by AVISO WEALTH MANAGEMENT
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 7,532 sharesChange vs previous 13F 0 shares
0.33% of the 13F portfolio, value $650,122.
13F-HR 0002011802-25-000001 filed by AVISO WEALTH MANAGEMENT
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 7,532 sharesChange vs previous 13F not available
0.45% of the 13F portfolio, value $825,024.
13F-HR 0002011802-24-000004 filed by AVISO WEALTH MANAGEMENT
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).