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Disclosery

Avion Wealth: SPMO position timeline

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

Avion Wealth held 0 SPMO shares at 2026-03-31 per its 13F-HR filed 2026-05-01.

the latest 13F is the newest step

  1. period ended2026-03-31
    13F 0 shares
    Change vs previous 13F -3,530 shares

    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).

    Exited: the 13F for this period no longer lists the position.

  2. period ended2025-12-31
    13F 3,530 shares
    Change vs previous 13F -150 shares

    0.09% of the 13F portfolio, value $421,000.

    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).

  3. period ended2025-09-30
    13F 3,680 shares
    Change vs previous 13F +2,180 shares

    0.1% of the 13F portfolio, value $445,000.

    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).

  4. period ended2025-06-30
    13F/A 1,500 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $168,000.

    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).