Skip to content
Disclosery

Avion Wealth: GLD position timeline

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

Avion Wealth held 13,792 GLD 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 13,792 shares
    Change vs previous 13F +144 shares

    0.95% of the 13F portfolio, value $5,080,000.

    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 13,648 shares
    Change vs previous 13F +458 shares

    1.21% of the 13F portfolio, value $5,872,000.

    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 13,190 shares
    Change vs previous 13F +11,801 shares

    1.1% of the 13F portfolio, value $5,227,000.

    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 1,389 shares
    Change vs previous 13F +65 shares

    0.11% of the 13F portfolio, value $493,000.

    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 1,324 shares
    Change vs previous 13F -519 shares

    0.09% of the 13F portfolio, value $403,000.

    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 1,843 shares
    Change vs previous 13F 0 shares

    0.11% of the 13F portfolio, value $446,000.

    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 1,843 shares
    Change vs previous 13F +28 shares

    0.11% of the 13F portfolio, value $446,000.

    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 1,815 shares
    Change vs previous 13F not available

    0.12% of the 13F portfolio, value $441,000.

    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).