Position in VMRK
as of Mar 31, 2026
· filed Apr 9, 2026
Position Value
$251,860
-$94,670 QoQ
Shares Held
4,258
-22.5% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
18 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in VMRK Over Time
Shares Held
Position Value (USD)
Position in REIT - Residential
Real Estate · as of Jun 30, 2026Avior Wealth Management, LLC holds $302,152 across 1 REIT - Residential name.
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MRP |
Millrose Properties, Inc.
|
10,055 | $302,152 |
All Filings in VMRK
Export CSV
18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $251,860 | 4,258 | Shares | Sole | 2026-04-09 | |
| 2025-12-31 | $346,530 | 5,497 | Shares | Sole | 2026-01-06 | |
| 2025-09-30 | $355,497 | 5,492 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $426,671 | 6,322 | Shares | Sole | 2025-07-17 | |
| 2025-03-31 | $449,737 | 6,283 | Shares | Sole | 2025-04-21 | |
| 2024-12-31 | $438,166 | 6,106 | Shares | Sole | 2025-01-17 | |
| 2024-09-30 | $450,706 | 6,053 | Shares | Sole | 2024-11-08 | |
| 2024-06-30 | $416,802 | 6,011 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $384,907 | 6,099 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $343,658 | 5,619 | Shares | Sole | 2024-01-30 | |
| 2023-09-30 | $175,190 | 2,984 | Shares | Sole | 2023-10-17 | |
| 2023-06-30 | $195,930 | 2,970 | Shares | Sole | 2023-07-19 | |
| 2023-03-31 | $86,520 | 1,442 | Shares | Sole | 2023-05-10 | |
| 2022-12-31 | $75,638 | 1,282 | Shares | Sole | 2023-02-14 | |
| 2020-12-31 | $711 | 12 | Shares | Sole | 2021-02-09 | |
| 2020-09-30 | $615 | 12 | Shares | Sole | 2020-10-20 | |
| 2020-06-30 | $705 | 12 | Shares | Sole | 2020-07-02 | |
| 2020-03-31 | $740 | 12 | Shares | Sole | 2020-04-01 | |
| No filing history on record for this holder in this stock. | ||||||