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Disclosery

Avion Wealth: VUSB position timeline

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

Avion Wealth held 1,498,238 VUSB 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 1,498,238 shares
    Change vs previous 13F +66,288 shares

    13.88% of the 13F portfolio, value $74,582,000.

    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 1,431,950 shares
    Change vs previous 13F +121,797 shares

    14.73% of the 13F portfolio, value $71,289,000.

    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 1,310,153 shares
    Change vs previous 13F +135,885 shares

    13.7% of the 13F portfolio, value $65,298,000.

    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 1,174,268 shares
    Change vs previous 13F +24,958 shares

    12.59% of the 13F portfolio, value $58,707,000.

    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 1,149,310 shares
    Change vs previous 13F +61,885 shares

    13.07% of the 13F portfolio, value $57,310,000.

    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 1,087,425 shares
    Change vs previous 13F +605 shares

    13.85% of the 13F portfolio, value $53,958,000.

    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 1,086,820 shares
    Change vs previous 13F +73,049 shares

    13.85% of the 13F portfolio, value $53,927,000.

    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 1,013,771 shares
    Change vs previous 13F not available

    13.25% of the 13F portfolio, value $50,627,000.

    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).