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Avion Wealth

SEC CIK
0001792704
Latest filing
Jul 31, 2026

BOX holding history

Box 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.

BOX overviewAll 13F holders of BOXFull Q2 2026 holdings

Shares (Q2 2026)
158
Value
$4.00K
% of portfolio
<0.1%
Quarters held
5
Since Q2 2025
Holdings of BOX by Avion Wealth, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 2026158$4.00K<0.1%+83+110.7%AddedHolders
Q1 202675$1.00K<0.1%+58+341.2%AddedHolders
Q4 202517$00.0%+1+6.3%AddedHolders
Q3 202516$00.0%+1+6.7%AddedHolders
Q2 202515$00.0%+15NewHolders