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Disclosery

Avion Wealth: VWO position timeline

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

Avion Wealth held 51,314 VWO 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 51,314 shares
    Change vs previous 13F -565 shares

    0.57% of the 13F portfolio, value $3,062,000.

    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 51,879 shares
    Change vs previous 13F -4,773 shares

    0.58% of the 13F portfolio, value $2,804,000.

    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 56,652 shares
    Change vs previous 13F -4,705 shares

    0.64% of the 13F portfolio, value $3,045,000.

    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 61,357 shares
    Change vs previous 13F -4,938 shares

    0.71% of the 13F portfolio, value $3,324,000.

    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 66,295 shares
    Change vs previous 13F -12,735 shares

    0.75% of the 13F portfolio, value $3,278,000.

    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 79,030 shares
    Change vs previous 13F 0 shares

    0.89% of the 13F portfolio, value $3,480,000.

    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 79,030 shares
    Change vs previous 13F -3,707 shares

    0.89% of the 13F portfolio, value $3,480,000.

    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 82,737 shares
    Change vs previous 13F not available

    1.04% of the 13F portfolio, value $3,958,000.

    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).