Avior Wealth Management, LLC RIO — RIO TINTO PLC SPONSORED ADR

Ownership history in Avior Wealth Management, LLC  ·  30 quarters on record

AI Ownership Summary

Avior Wealth Management, LLC reported RIO TINTO PLC SPONSORED ADR (RIO) in 30 quarterly 13F filings from 2024 Q1 through 2026 Q2. Peak portfolio weight reached 0.02% in 2024 Q1. The latest visible filing shows RIO at 0.01% 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. Older history is available after unlock; the visible window still shows the most recent pattern.

What this RIO 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 RIO TINTO PLC SPONSORED ADR, 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 Q2

RIO was reported at 0.01% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.02% in 2024 Q1

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

Time in book
Holding Window
2024 Q1 to 2026 Q2

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.

RIO stock page Avior Wealth Management, LLC fund profile Avior Wealth Management, LLC full holdings
How Avior Wealth Management, LLC held RIO — position size vs. price
% of Fund (quarterly)    RIO price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 10 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q2 REDUCED — — — 4,627 -1,481 -24.2% 0.01% $439K 2026-07-07 $91.25
2026 Q1 ADDED — — — 6,108 +340 +5.9% 0.02% $570K 2026-04-09 $97.13
2025 Q4 ADDED — — — 5,768 +1,075 +22.9% 0.01% $462K 2026-01-06 $82.91
2025 Q3 ADDED — — — 4,693 +12 +0.3% 0.01% $310K 2025-11-14 $68.71
2025 Q2 REDUCED 42.9% +15.8% ❌ 4,681 -3,524 -42.9% 0.01% $273K 2025-07-17 $57.01
2025 Q1 ADDED — — — 8,205 +2,476 +43.2% 0.02% $493K 2025-04-21 $55.53
2024 Q4 ADDED — — — 5,729 +1,275 +28.6% 0.01% $337K 2025-01-17 $55.99
2024 Q3 UNCHANGED — — — 4,454 — 0% 0.01% $317K 2024-11-08 $59.04
2024 Q2 REDUCED 45.6% +11.1% ❌ 4,454 -3,741 -45.6% 0.01% $294K 2024-08-13 $56.77
2024 Q1 ADDED — — — 8,195 +5,412 +194.5% 0.02% $522K 2024-04-30 $60.40
20 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding RIO

As of 2026 Q2 — sorted by position size

NEVILLE RODIE & SHAW INC 3Y 7Y 0.19% 180 WEALTH ADVISORS, LLC 3Y 7Y 0.11% FNY Investment Advisers, LLC 3Y 7Y 0.1% Dynamic Advisor Solutions LLC 3Y 7Y 0.1% Versant Capital Management, Inc 3Y 7Y 0.08% Castle Rock Wealth Management, LLC 3Y 7Y 0.07% 55 North Private Wealth, LLC 0.06% Trust Point Inc. 0.05% Hilltop National Bank 0.04% Thrive Wealth Management, LLC 3Y 0.03%

FAQ About Avior Wealth Management, LLC and RIO

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 RIO?

Avior Wealth Management, LLC reported RIO across 10 quarterly 13F filings, from 2024 Q1 through 2026 Q2.

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

The largest reported portfolio weight for RIO was 0.02% in 2024 Q1.

What is the latest reported RIO position on this page?

The most recent filing on this page is 2026 Q2, when Avior Wealth Management, LLC reported 4,627 shares, equal to 0.01% of portfolio, with an estimated market value of $439K.

What does the chart on this RIO ownership page compare?

The chart compares Avior Wealth Management, LLC's quarterly RIO 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.

How well did Avior Wealth Management, LLC time their RIO position?

Based on 13F filing dates vs. subsequent RIO price moves, Avior Wealth Management, LLC correctly timed 8 out of 15 reported position changes (53%). The annualised alpha on RIO relative to SPY over the holding period was -0.1%.

← Back to Avior Wealth Management, LLC Holdings