PFLT β€” PENNANTPARK FLOATING RATE CA

Ownership history in Avior Wealth Management, LLC  Β·  1 quarter on record

AI Ownership Summary

Avior Wealth Management, LLC reported PENNANTPARK FLOATING RATE CA (PFLT) in 1 quarterly 13F filing from 2026 Q1 through 2026 Q1. The latest visible filing shows PFLT at 0.00% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this PFLT ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Avior Wealth Management, LLC's position in PENNANTPARK FLOATING RATE CA, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

PFLT was reported at 0.00% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.0% in 2026 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2026 Q1 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How Avior Wealth Management, LLC held PFLT β€” position size vs. price
% of Fund (quarterly)    PFLT price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 1 quarter  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 INITIATED 20,751 β€” β€” 0.00% $167K 2026-04-09 $8.37

🏒 Other funds also holding PFLT

As of 2026 Q1 β€” sorted by position size

PW Nova Financial Services LLC 0.04% Farther Finance Advisors, LLC 0.0% Hilltop National Bank 0.0%

FAQ About Avior Wealth Management, LLC and PFLT

These are the practical questions this page is built to answer before you even open the full history table.

How long has Avior Wealth Management, LLC reported owning PFLT?

Avior Wealth Management, LLC reported PFLT across 1 quarterly 13F filings, from 2026 Q1 through 2026 Q1.

What was the largest reported PFLT position in Avior Wealth Management, LLC's portfolio?

The largest reported portfolio weight for PFLT was 0.00% in 2026 Q1.

What is the latest reported PFLT position on this page?

The most recent filing on this page is 2026 Q1, when Avior Wealth Management, LLC reported 20,751 shares, equal to 0.00% of portfolio, with an estimated market value of $167K.

What does the chart on this PFLT ownership page compare?

The chart compares Avior Wealth Management, LLC's quarterly PFLT portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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