Avion Wealth

SEC CIK: 0001792704
Latest filing: Jul 31, 2026

SEC filings (opens in a new tab)

AX holding history

Axos Financial, 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.

AX overview All 13F holders of AX Full Q2 2026 holdings

Shares (Q2 2026): 8
Value: $0
% of portfolio: 0.0%
Quarters held: 5; Since Q2 2025

Holdings of AX by Avion Wealth, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2026	8	$0	0.0%	−12−60.0%	Reduced	Holders
Q1 2026	20	$1.00K	<0.1%	+6+42.9%	Added	Holders
Q4 2025	14	$1.00K	<0.1%	+6+75.0%	Added	Holders
Q3 2025	8	$0	0.0%	00.0%	Unchanged	Holders
Q2 2025	8	$0	0.0%	+8	New	Holders