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Disclosery

Avion Wealth: BNDX position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Avion Wealth on BNDX, newest first. How the timeline and the estimate are built.

Avion Wealth held 570,842 BNDX shares at 2026-06-30 per its 13F-HR filed 2026-07-31.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 570,842 shares
    Change vs previous 13F +20,565 shares

    5.14% of the 13F portfolio, value $27,645,000.

    13F-HR 0001792704-26-000003 filed by Avion Wealth
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 550,277 shares
    Change vs previous 13F +15,887 shares

    5.46% of the 13F portfolio, value $26,440,000.

    13F-HR 0001792704-26-000002 filed by Avion Wealth
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 534,390 shares
    Change vs previous 13F -130,214 shares

    5.42% of the 13F portfolio, value $25,821,000.

    13F-HR 0001792704-26-000001 filed by Avion Wealth
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 664,604 shares
    Change vs previous 13F +29,157 shares

    7.05% of the 13F portfolio, value $32,871,000.

    13F-HR 0001792704-25-000002 filed by Avion Wealth
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F/A 635,447 shares
    Change vs previous 13F +43,554 shares

    7.17% of the 13F portfolio, value $31,460,000.

    13F-HR/A 0001908380-25-000005 filed by Avion Wealth
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 591,893 shares
    Change vs previous 13F +452 shares

    7.45% of the 13F portfolio, value $29,032,000.

    13F-HR 0001842974-25-000002 filed by Avion Wealth
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 591,441 shares
    Change vs previous 13F +156 shares

    7.45% of the 13F portfolio, value $29,010,000.

    13F-HR 0001907157-25-000003 filed by Avion Wealth
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 591,285 shares
    Change vs previous 13F not available

    7.78% of the 13F portfolio, value $29,729,000.

    13F-HR 0001792704-24-000013 filed by Avion Wealth
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).