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Disclosery

Avion Wealth: VO position timeline

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

Avion Wealth held 214,461 VO 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 214,461 shares
    Change vs previous 13F +165,228 shares

    3.22% of the 13F portfolio, value $17,279,000.

    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 49,233 shares
    Change vs previous 13F +4,379 shares

    2.92% of the 13F portfolio, value $14,138,000.

    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 44,854 shares
    Change vs previous 13F +5,049 shares

    2.73% of the 13F portfolio, value $13,017,000.

    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 39,805 shares
    Change vs previous 13F +908 shares

    2.51% of the 13F portfolio, value $11,692,000.

    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 38,897 shares
    Change vs previous 13F -1,741 shares

    2.48% of the 13F portfolio, value $10,884,000.

    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 40,638 shares
    Change vs previous 13F 0 shares

    2.75% of the 13F portfolio, value $10,733,000.

    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 40,638 shares
    Change vs previous 13F -451 shares

    2.76% of the 13F portfolio, value $10,733,000.

    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 41,089 shares
    Change vs previous 13F not available

    2.84% of the 13F portfolio, value $10,840,000.

    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).