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Disclosery

Avion Wealth: VNQ position timeline

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

Avion Wealth held 95,604 VNQ 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 95,604 shares
    Change vs previous 13F -1,795 shares

    1.72% of the 13F portfolio, value $9,219,000.

    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 97,399 shares
    Change vs previous 13F -461 shares

    1.79% of the 13F portfolio, value $8,639,000.

    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 97,860 shares
    Change vs previous 13F -46,651 shares

    1.82% of the 13F portfolio, value $8,659,000.

    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 144,511 shares
    Change vs previous 13F -65 shares

    2.83% of the 13F portfolio, value $13,211,000.

    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 144,576 shares
    Change vs previous 13F +4,607 shares

    2.94% of the 13F portfolio, value $12,875,000.

    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 139,969 shares
    Change vs previous 13F +100 shares

    3.2% of the 13F portfolio, value $12,468,000.

    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 139,869 shares
    Change vs previous 13F -24,447 shares

    3.2% of the 13F portfolio, value $12,459,000.

    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 164,316 shares
    Change vs previous 13F not available

    4.19% of the 13F portfolio, value $16,007,000.

    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).