Skip to content
Disclosery

Avion Wealth: EPD position timeline

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

Avion Wealth held 47,669 EPD 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 47,669 shares
    Change vs previous 13F 0 shares

    0.33% of the 13F portfolio, value $1,752,000.

    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 47,669 shares
    Change vs previous 13F -10,140 shares

    0.37% of the 13F portfolio, value $1,803,000.

    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 57,809 shares
    Change vs previous 13F +1,400 shares

    0.39% of the 13F portfolio, value $1,853,000.

    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 56,409 shares
    Change vs previous 13F +1,600 shares

    0.38% of the 13F portfolio, value $1,763,000.

    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 54,809 shares
    Change vs previous 13F -4,495 shares

    0.39% of the 13F portfolio, value $1,699,000.

    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 59,304 shares
    Change vs previous 13F 0 shares

    0.48% of the 13F portfolio, value $1,859,000.

    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 59,304 shares
    Change vs previous 13F -62 shares

    0.48% of the 13F portfolio, value $1,859,000.

    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 59,366 shares
    Change vs previous 13F not available

    0.45% of the 13F portfolio, value $1,728,000.

    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).