Avion Wealth

SEC CIK: 0001792704
Latest filing: Jul 31, 2026

SEC filings (opens in a new tab)

COMP holding history

Compass, 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.

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

Shares (Q2 2026): 219
Value: $2.00K
% of portfolio: <0.1%
Quarters held: 4; Since Q1 2023

Holdings of COMP by Avion Wealth, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2026	219	$2.00K	<0.1%	00.0%	Unchanged	Holders
Q1 2026	219	$1.00K	<0.1%	+219	New	Holders
Q3 2023	0	$0	0.0%	−135−100.0%	Sold out	Holders
Q2 2023	135	$0	0.0%	−116−46.2%	Reduced	Holders
Q1 2023	251	$0	0.0%	+251	New	Holders