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Avion Wealth

SEC CIK
0001792704
Latest filing
Jul 31, 2026

ERIE holding history

Erie Indemnity Co 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.

ERIE overviewAll 13F holders of ERIEFull Q2 2026 holdings

Shares (Q2 2026)
8
Value
$1.00K
% of portfolio
<0.1%
Quarters held
8
Since Q1 2023
Holdings of ERIE by Avion Wealth, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20268$1.00K<0.1%+8NewHolders
Q1 20260$00.0%−2−100.0%Sold outHolders
Q4 20252$00.0%+1+100.0%AddedHolders
Q3 20251$00.0%00.0%UnchangedHolders
Q2 20251$00.0%00.0%UnchangedHolders
Q1 20251$00.0%+1NewHolders
Q4 20240$00.0%−1−100.0%Sold outHolders
Q3 20241$00.0%+1NewHolders
Q4 20230$00.0%−4−100.0%Sold outHolders
Q3 20234$1.00K<0.1%+4NewHolders
Q2 20230$00.0%−2−100.0%Sold outHolders
Q1 20232$00.0%+2NewHolders