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Avion Wealth

SEC CIK
0001792704
Latest filing
Jul 31, 2026

CSL holding history

Carlisle Companies 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.

CSL overviewAll 13F holders of CSLFull Q2 2026 holdings

Shares (Q2 2026)
5
Value
$1.00K
% of portfolio
<0.1%
Quarters held
9
Since Q2 2023
Holdings of CSL by Avion Wealth, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20265$1.00K<0.1%+4+400.0%AddedHolders
Q1 20261$00.0%+1NewHolders
Q4 20250$00.0%−4−100.0%Sold outHolders
Q3 20254$1.00K<0.1%−1−20.0%ReducedHolders
Q2 20255$1.00K<0.1%+4+400.0%AddedHolders
Q1 20251$00.0%+1NewHolders
Q3 20240$00.0%−1−100.0%Sold outHolders
Q2 20241$00.0%+1NewHolders
Q1 20240$00.0%−2−100.0%Sold outHolders
Q4 20232$1.00K<0.1%00.0%UnchangedHolders
Q3 20232$00.0%00.0%UnchangedHolders
Q2 20232$00.0%+2NewHolders