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Avion Wealth

SEC CIK
0001792704
Latest filing
Jul 31, 2026

FRSH holding history

Freshworks 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.

FRSH overviewAll 13F holders of FRSHFull Q2 2026 holdings

Shares (Q2 2026)
265
Value
$2.00K
% of portfolio
<0.1%
Quarters held
6
Since Q1 2024
Holdings of FRSH by Avion Wealth, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 2026265$2.00K<0.1%+63+31.2%AddedHolders
Q1 2026202$1.00K<0.1%+160+381.0%AddedHolders
Q4 202542$00.0%+42NewHolders
Q2 20250$00.0%−1,650−100.0%Sold outHolders
Q1 20251,650$26.0K<0.1%00.0%UnchangedHolders
Q4 20241,650$26.0K<0.1%+1,650NewHolders
Q2 20240$00.0%−28−100.0%Sold outHolders
Q1 202428$1.00K<0.1%+28NewHolders