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Disclosery

Avion Wealth: VYM position timeline

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

Avion Wealth held 175,650 VYM 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 175,650 shares
    Change vs previous 13F +763 shares

    5.17% of the 13F portfolio, value $27,757,000.

    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 174,887 shares
    Change vs previous 13F +3,065 shares

    5.35% of the 13F portfolio, value $25,900,000.

    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 171,822 shares
    Change vs previous 13F +2,999 shares

    5.17% of the 13F portfolio, value $24,659,000.

    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 168,823 shares
    Change vs previous 13F -2,886 shares

    5.1% of the 13F portfolio, value $23,795,000.

    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 171,709 shares
    Change vs previous 13F +7,276 shares

    5.22% of the 13F portfolio, value $22,890,000.

    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 164,433 shares
    Change vs previous 13F +76 shares

    5.38% of the 13F portfolio, value $20,979,000.

    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 164,357 shares
    Change vs previous 13F -1,214 shares

    5.39% of the 13F portfolio, value $20,970,000.

    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 165,571 shares
    Change vs previous 13F not available

    5.56% of the 13F portfolio, value $21,226,000.

    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).