Position in HLI
as of Mar 31, 2026
· filed Apr 9, 2026
Position Value
$966,849
-$261,190 QoQ
Shares Held
6,732
-4.5% QoQ
Ownership
0.010%
of shares outstanding
% of Portfolio
0.09%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in HLI Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Jun 30, 2026Avior Wealth Management, LLC holds $11,837,487 across 6 Capital Markets names.
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GS |
Goldman Sachs Group Inc
|
7,284 | $7,366,819 | |
| 2 | MS |
Morgan Stanley
|
9,031 | $1,887,840 | |
| 3 | SCHW |
Schwab Charles Corp
|
15,829 | $1,460,541 | |
| 4 | LPLA |
LPL Financial Holdings Inc.
|
1,942 | $547,022 | |
| 5 | BMNR |
Bitmine Immersion Technologies, Inc.
|
25,131 | $334,493 | |
| 6 | HOOD |
Robinhood Markets, Inc.
|
2,401 | $240,772 |
All Filings in HLI
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $966,849 | 6,732 | Shares | Sole | 2026-04-09 | |
| 2025-12-31 | $1,228,039 | 7,050 | Shares | Sole | 2026-01-06 | |
| 2025-09-30 | $1,746,862 | 8,508 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $1,531,194 | 8,509 | Shares | Sole | 2025-07-17 | |
| 2025-03-31 | $1,377,595 | 8,530 | Shares | Sole | 2025-04-21 | |
| 2024-12-31 | $1,948,117 | 11,218 | Shares | Sole | 2025-01-17 | |
| 2024-09-30 | $1,911,251 | 12,095 | Shares | Sole | 2024-11-08 | |
| 2024-06-30 | $1,632,615 | 12,106 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $1,555,970 | 12,138 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $1,443,356 | 12,037 | Shares | Sole | 2024-01-30 | |
| 2023-09-30 | $1,289,403 | 12,037 | Shares | Sole | 2023-10-17 | |
| 2023-06-30 | $1,183,357 | 12,037 | Shares | Sole | 2023-07-19 | |
| 2023-03-31 | $1,170,353 | 13,377 | Shares | Sole | 2023-05-10 | |
| 2022-12-31 | $1,165,939 | 13,377 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $1,008,358 | 13,377 | Shares | Sole | 2022-10-26 | |
| 2022-06-30 | $938,083 | 11,885 | Shares | Sole | 2022-08-10 | |
| 2022-03-31 | $1,043,503 | 11,885 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $1,467,706 | 14,178 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $1,696,850 | 18,424 | Shares | Sole | 2021-11-02 | |
| 2021-06-30 | $1,506,898 | 18,424 | Shares | Sole | 2021-07-27 | |
| 2021-03-31 | $1,380,481 | 20,756 | Shares | Sole | 2021-05-11 | |
| 2020-12-31 | $1,395,425 | 20,756 | Shares | Sole | 2021-02-09 | |
| 2020-09-30 | $1,225,641 | 20,756 | Shares | Other | 2020-10-20 | |
| 2020-06-30 | $1,048,480 | 18,844 | Shares | Other | 2020-07-02 | |
| 2020-03-31 | $938,681 | 18,010 | Shares | Other | 2020-04-01 | |
| No filing history on record for this holder in this stock. | ||||||