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Disclosery

Avion Wealth: IEFA position timeline

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

Avion Wealth held 73,959 IEFA 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 73,959 shares
    Change vs previous 13F -938 shares

    1.33% of the 13F portfolio, value $7,142,000.

    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 74,897 shares
    Change vs previous 13F -5,320 shares

    1.4% of the 13F portfolio, value $6,780,000.

    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 80,217 shares
    Change vs previous 13F -3,519 shares

    1.51% of the 13F portfolio, value $7,176,000.

    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 83,736 shares
    Change vs previous 13F -2,220 shares

    1.57% of the 13F portfolio, value $7,310,000.

    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 85,956 shares
    Change vs previous 13F -4,213 shares

    1.64% of the 13F portfolio, value $7,175,000.

    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 90,169 shares
    Change vs previous 13F 0 shares

    1.63% of the 13F portfolio, value $6,337,000.

    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 90,169 shares
    Change vs previous 13F -1,469 shares

    1.63% of the 13F portfolio, value $6,337,000.

    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 91,638 shares
    Change vs previous 13F not available

    1.87% of the 13F portfolio, value $7,152,000.

    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).