Avion Wealth
- SEC CIK
- 0001792704
- Latest filing
- Jul 31, 2026
DOC holding history
Healthpeak Properties, 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.
DOC overviewAll 13F holders of DOCFull Q2 2026 holdings
- Shares (Q2 2026)
- 726
- Value
- $15.0K
- % of portfolio
- <0.1%
- Quarters held
- 13
- Since Q2 2023
| Quarter | Shares | Value | % of portfolio | Share change | Action | All holders |
|---|---|---|---|---|---|---|
| Q2 2026 | 726 | $15.0K | <0.1% | +66+10.0% | Added | Holders |
| Q1 2026 | 660 | $10.0K | <0.1% | +599+982.0% | Added | Holders |
| Q4 2025 | 61 | $0 | 0.0% | −53−46.5% | Reduced | Holders |
| Q3 2025 | 114 | $2.00K | <0.1% | +24+26.7% | Added | Holders |
| Q2 2025 | 90 | $1.00K | <0.1% | +7+8.4% | Added | Holders |
| Q1 2025 | 83 | $1.00K | <0.1% | 00.0% | Unchanged | Holders |
| Q4 2024 | 83 | $1.00K | <0.1% | +25+43.1% | Added | Holders |
| Q3 2024 | 58 | $1.00K | <0.1% | 00.0% | Unchanged | Holders |
| Q2 2024 | 58 | $1.00K | <0.1% | +27+87.1% | Added | Holders |
| Q1 2024 | 31 | $1.00K | <0.1% | −31−50.0% | Reduced | Holders |
| Q4 2023 | 62 | $1.00K | <0.1% | −13−17.3% | Reduced | Holders |
| Q3 2023 | 75 | $1.00K | <0.1% | +50+200.0% | Added | Holders |
| Q2 2023 | 25 | $0 | 0.0% | +25 | New | Holders |