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Avion Wealth

SEC CIK
0001792704
Latest filing
Jul 31, 2026

FATE holding history

Fate Therapeutics 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.

FATE overviewAll 13F holders of FATEFull Q2 2026 holdings

Shares (Q2 2026)
858
Value
$2.00K
% of portfolio
<0.1%
Quarters held
7
Since Q2 2023
Holdings of FATE by Avion Wealth, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 2026858$2.00K<0.1%+233+37.3%AddedHolders
Q1 2026625$00.0%00.0%UnchangedHolders
Q4 2025625$00.0%00.0%UnchangedHolders
Q3 2025625$00.0%00.0%UnchangedHolders
Q2 2025625$00.0%+625NewHolders
Q4 20230$00.0%−179−100.0%Sold outHolders
Q3 2023179$00.0%+83+86.5%AddedHolders
Q2 202396$00.0%+96NewHolders