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Disclosery

Avion Wealth: WFC position timeline

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

Avion Wealth held 4,797 WFC 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 4,797 shares
    Change vs previous 13F +126 shares

    0.07% of the 13F portfolio, value $396,000.

    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 4,671 shares
    Change vs previous 13F -967 shares

    0.08% of the 13F portfolio, value $371,000.

    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 5,638 shares
    Change vs previous 13F -4 shares

    0.11% of the 13F portfolio, value $525,000.

    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 5,642 shares
    Change vs previous 13F -6,769 shares

    0.1% of the 13F portfolio, value $472,000.

    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 12,411 shares
    Change vs previous 13F +4,123 shares

    0.23% of the 13F portfolio, value $994,000.

    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 8,288 shares
    Change vs previous 13F 0 shares

    0.15% of the 13F portfolio, value $582,000.

    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 8,288 shares
    Change vs previous 13F -5,730 shares

    0.15% of the 13F portfolio, value $582,000.

    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 14,018 shares
    Change vs previous 13F not available

    0.21% of the 13F portfolio, value $791,000.

    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).