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Disclosery

Avion Wealth: SCHZ position timeline

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

Avion Wealth held 58,784 SCHZ 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 58,784 shares
    Change vs previous 13F 0 shares

    0.25% of the 13F portfolio, value $1,359,000.

    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 58,784 shares
    Change vs previous 13F -340 shares

    0.28% of the 13F portfolio, value $1,364,000.

    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 59,124 shares
    Change vs previous 13F -1,322 shares

    0.29% of the 13F portfolio, value $1,381,000.

    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 60,446 shares
    Change vs previous 13F -3,490 shares

    0.3% of the 13F portfolio, value $1,418,000.

    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 63,936 shares
    Change vs previous 13F -2,393 shares

    0.34% of the 13F portfolio, value $1,485,000.

    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 66,329 shares
    Change vs previous 13F 0 shares

    0.39% of the 13F portfolio, value $1,505,000.

    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 66,329 shares
    Change vs previous 13F +38,176 shares

    0.39% of the 13F portfolio, value $1,505,000.

    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 28,153 shares
    Change vs previous 13F not available

    0.35% of the 13F portfolio, value $1,337,000.

    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).