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Avion Wealth

SEC CIK
0001792704
Latest filing
Jul 31, 2026

ATO holding history

Atmos Energy Corp 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.

ATO overviewAll 13F holders of ATOFull Q2 2026 holdings

Shares (Q2 2026)
48
Value
$8.00K
% of portfolio
<0.1%
Quarters held
11
Since Q4 2023
Holdings of ATO by Avion Wealth, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202648$8.00K<0.1%+19+65.5%AddedHolders
Q1 202629$5.00K<0.1%−3−9.4%ReducedHolders
Q4 202532$5.00K<0.1%−1−3.0%ReducedHolders
Q3 202533$5.00K<0.1%+9+37.5%AddedHolders
Q2 202524$3.00K<0.1%+9+60.0%AddedHolders
Q1 202515$2.00K<0.1%00.0%UnchangedHolders
Q4 202415$2.00K<0.1%+6+66.7%AddedHolders
Q3 20249$1.00K<0.1%+4+80.0%AddedHolders
Q2 20245$00.0%00.0%UnchangedHolders
Q1 20245$1.00K<0.1%00.0%UnchangedHolders
Q4 20235$1.00K<0.1%+5NewHolders