WMG Financial Advisors, LLC: AVIG position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of WMG Financial Advisors, LLC on AVIG, newest first. How the timeline and the estimate are built.
WMG Financial Advisors, LLC held 46,422 AVIG shares at 2026-06-30 per its 13F-HR filed 2026-07-23.
the latest 13F is the newest step
- period ended2026-06-3013F 46,422 sharesChange vs previous 13F +9,946 shares
0.72% of the 13F portfolio, value $1,922,315.
13F-HR 0002085853-26-000819 filed by WMG Financial Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 36,476 sharesChange vs previous 13F -445 shares
0.63% of the 13F portfolio, value $1,515,213.
13F-HR 0002085853-26-000472 filed by WMG Financial Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 36,921 sharesChange vs previous 13F -190 shares
0.64% of the 13F portfolio, value $1,547,839.
13F-HR 0002085853-26-000115 filed by WMG Financial Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 37,111 sharesChange vs previous 13F +65 shares
0.52% of the 13F portfolio, value $1,561,631.
13F-HR 0002085853-25-000146 filed by WMG Financial Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 37,046 sharesChange vs previous 13F +2,192 shares
0.57% of the 13F portfolio, value $1,541,855.
13F-HR 0001667731-25-000945 filed by WMG Financial Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 34,854 sharesChange vs previous 13F +4,926 shares
0.61% of the 13F portfolio, value $1,442,607.
13F-HR 0001667731-25-000597 filed by WMG Financial Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 29,928 sharesChange vs previous 13F +944 shares
0.52% of the 13F portfolio, value $1,214,163.
13F-HR 0001667731-25-000213 filed by WMG Financial Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 28,984 sharesChange vs previous 13F not available
0.56% of the 13F portfolio, value $1,232,108.
13F-HR 0001906711-24-000004 filed by WMG Financial Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).