Position in LPL
as of Mar 31, 2026
· filed Apr 9, 2026
Position Value
$199,249
+$116,216 QoQ
Shares Held
51,353
+160.4% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2024
8 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in LPL Over Time
Shares Held
Position Value (USD)
Position in Consumer Electronics
Technology · as of Jun 30, 2026Avior Wealth Management, LLC holds $52,529,546 across 1 Consumer Electronics name.
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AAPL |
Apple Inc.
|
181,537 | $52,529,546 |
All Filings in LPL
Export CSV
8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $199,249 | 51,353 | Shares | Sole | 2026-04-09 | |
| 2025-12-31 | $83,033 | 19,723 | Shares | Sole | 2026-01-06 | |
| 2025-09-30 | $102,051 | 19,550 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $66,861 | 19,550 | Shares | Sole | 2025-07-17 | |
| 2024-12-31 | $8,292 | 2,701 | Shares | Sole | 2025-01-17 | |
| 2024-09-30 | $35,222 | 8,697 | Shares | Sole | 2024-11-08 | |
| 2024-06-30 | $55,603 | 13,496 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $116,025 | 28,299 | Shares | Sole | 2024-04-30 | |
| No filing history on record for this holder in this stock. | ||||||