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Avion Wealth

SEC CIK
0001792704
Latest filing
Jul 31, 2026

ELS holding history

Equity Lifestyle 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.

ELS overviewAll 13F holders of ELSFull Q2 2026 holdings

Shares (Q2 2026)
56
Value
$3.00K
% of portfolio
<0.1%
Quarters held
10
Since Q3 2023
Holdings of ELS by Avion Wealth, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202656$3.00K<0.1%+17+43.6%AddedHolders
Q1 202639$2.00K<0.1%+7+21.9%AddedHolders
Q4 202532$1.00K<0.1%−8−20.0%ReducedHolders
Q3 202540$2.00K<0.1%−8−16.7%ReducedHolders
Q2 202548$2.00K<0.1%+25+108.7%AddedHolders
Q1 202523$1.00K<0.1%00.0%UnchangedHolders
Q4 202423$1.00K<0.1%+15+187.5%AddedHolders
Q3 20248$00.0%00.0%UnchangedHolders
Q2 20248$00.0%+8NewHolders
Q4 20230$00.0%−7−100.0%Sold outHolders
Q3 20237$00.0%+7NewHolders