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Avion Wealth

SEC CIK
0001792704
Latest filing
Jul 31, 2026

APPF holding history

Appfolio Inc in every 13F filed by Avion Wealth, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

APPF overviewAll 13F holders of APPFFull Q2 2026 holdings

Shares (Q2 2026)
8
Value
$1.00K
% of portfolio
<0.1%
Quarters held
2
Since Q2 2023
Holdings of APPF by Avion Wealth, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20268$1.00K<0.1%+8NewHolders
Q3 20230$00.0%−3−100.0%Sold outHolders
Q2 20233$00.0%+3NewHolders