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Avion Wealth

SEC CIK
0001792704
Latest filing
Jul 31, 2026

CTO holding history

CTO Realty Growth, 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.

CTO overviewAll 13F holders of CTOFull Q2 2026 holdings

Shares (Q2 2026)
1,071
Value
$23.0K
% of portfolio
<0.1%
Quarters held
9
Since Q2 2024
Holdings of CTO by Avion Wealth, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20261,071$23.0K<0.1%00.0%UnchangedHolders
Q1 20261,071$19.0K<0.1%00.0%UnchangedHolders
Q4 20251,071$19.0K<0.1%00.0%UnchangedHolders
Q3 20251,071$17.0K<0.1%00.0%UnchangedHolders
Q2 20251,071$18.0K<0.1%−29−2.6%ReducedHolders
Q1 20251,100$21.0K<0.1%00.0%UnchangedHolders
Q4 20241,100$21.0K<0.1%00.0%UnchangedHolders
Q3 20241,100$20.0K<0.1%+1,071+3,693.1%AddedHolders
Q2 202429$00.0%+29NewHolders