Skip to main content

Avion Wealth

SEC CIK
0001792704
Latest filing
Jul 31, 2026

EG holding history

Everest Group, Ltd. 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.

EG overviewAll 13F holders of EGFull Q2 2026 holdings

Shares (Q2 2026)
4
Value
$1.00K
% of portfolio
<0.1%
Quarters held
13
Since Q1 2023
Holdings of EG by Avion Wealth, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20264$1.00K<0.1%+2+100.0%AddedHolders
Q1 20262$00.0%+2NewHolders
Q4 20250$00.0%−10−100.0%Sold outHolders
Q3 202510$3.00K<0.1%+8+400.0%AddedHolders
Q2 20252$00.0%−3−60.0%ReducedHolders
Q1 20255$1.00K<0.1%00.0%UnchangedHolders
Q4 20245$1.00K<0.1%+3+150.0%AddedHolders
Q3 20242$00.0%00.0%UnchangedHolders
Q2 20242$00.0%+1+100.0%AddedHolders
Q1 20241$1.00K<0.1%−2−66.7%ReducedHolders
Q4 20233$1.00K<0.1%00.0%UnchangedHolders
Q3 20233$1.00K<0.1%00.0%UnchangedHolders
Q2 20233$1.00K<0.1%+1+50.0%AddedHolders
Q1 20232$00.0%+2NewHolders