IR
Superintel
OverviewMarketsWatchlist
© 2026 IR SuperintelMethodologyContact

Avaii Wealth Management, LLCETFConcentrated trader

CIK: 0001904431 | APPLETON, WI

Q2 2026 vs Q3 2026 ComparisonProfile

Filing History

QuarterForm TypeHoldingsValueFiledSEC
Q3 2026
13F-HR178$348.2M2026-10-09SEC ↗
Q2 2026
13F-HR176$340.5M2026-08-10SEC ↗
Q1 2026
13F-HR158$286.6M2026-04-21SEC ↗
Q4 2025
13F-HR144$275.9M2026-01-13SEC ↗
Q3 2025
13F-HR150$262.9M2025-10-20SEC ↗
Q2 2025
13F-HR132$225.0M2025-07-15SEC ↗
Q1 2025Amended
13F-HR/A124$187.3M2025-04-16SEC ↗
Q4 2024
13F-HR128$203.2M2025-01-21SEC ↗
Q3 2024
13F-HR129$198.0M2024-10-16SEC ↗
Q2 2024
13F-HR142$180.4M2024-07-31SEC ↗
Q1 2024
13F-HR136$170.4M2024-04-29SEC ↗
Q4 2023
13F-HR143$153.4M2024-02-05SEC ↗
Q3 2023
13F-HR142$132.1M2023-10-24SEC ↗
Q2 2023
13F-HR140$130.2M2023-07-31SEC ↗
Q1 2023
13F-HR125$114.7M2023-04-10SEC ↗
Q4 2022
13F-HR186$111.9M2023-01-25SEC ↗
Q3 2022
13F-HR109$3.1M2022-11-14SEC ↗
Q2 2022
13F-HR150$2.8M2022-08-12SEC ↗
Q1 2022
13F-HR171$2.3M2022-04-14SEC ↗
Q4 2021
13F-HR97$3.8M2022-02-14SEC ↗