Skip to content
Disclosery

Avion Wealth: VDE position timeline

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

Avion Wealth held 3,619 VDE 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 3,619 shares
    Change vs previous 13F +193 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 3,426 shares
    Change vs previous 13F +25 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 3,401 shares
    Change vs previous 13F -1,134 shares

    0.09% of the 13F portfolio, value $428,000.

    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 4,535 shares
    Change vs previous 13F -1,219 shares

    0.12% of the 13F portfolio, value $570,000.

    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 5,754 shares
    Change vs previous 13F -3,856 shares

    0.16% of the 13F portfolio, value $685,000.

    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 9,610 shares
    Change vs previous 13F 0 shares

    0.3% of the 13F portfolio, value $1,165,000.

    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 9,610 shares
    Change vs previous 13F -498 shares

    0.3% of the 13F portfolio, value $1,165,000.

    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 10,108 shares
    Change vs previous 13F not available

    0.32% of the 13F portfolio, value $1,237,000.

    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).