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Disclosery

Avion Wealth: ET position timeline

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

Avion Wealth held 28,446 ET 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 28,446 shares
    Change vs previous 13F -2,273 shares

    0.1% of the 13F portfolio, value $543,000.

    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 30,719 shares
    Change vs previous 13F -4,747 shares

    0.12% of the 13F portfolio, value $592,000.

    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 35,466 shares
    Change vs previous 13F -12,860 shares

    0.12% of the 13F portfolio, value $584,000.

    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 48,326 shares
    Change vs previous 13F -1,974 shares

    0.18% of the 13F portfolio, value $829,000.

    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 50,300 shares
    Change vs previous 13F -3,560 shares

    0.21% of the 13F portfolio, value $911,000.

    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 53,860 shares
    Change vs previous 13F 0 shares

    0.27% of the 13F portfolio, value $1,055,000.

    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 53,860 shares
    Change vs previous 13F +135 shares

    0.27% of the 13F portfolio, value $1,055,000.

    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 53,725 shares
    Change vs previous 13F not available

    0.23% of the 13F portfolio, value $862,000.

    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).