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Avion Wealth

SEC CIK
0001792704
Latest filing
Jul 31, 2026

GL holding history

Globe Life 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.

GL overviewAll 13F holders of GLFull Q2 2026 holdings

Shares (Q2 2026)
16
Value
$2.00K
% of portfolio
<0.1%
Quarters held
13
Since Q1 2023
Holdings of GL by Avion Wealth, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202616$2.00K<0.1%+7+77.8%AddedHolders
Q1 20269$1.00K<0.1%00.0%UnchangedHolders
Q4 20259$1.00K<0.1%00.0%UnchangedHolders
Q3 20259$1.00K<0.1%+4+80.0%AddedHolders
Q2 20255$00.0%00.0%UnchangedHolders
Q1 20255$00.0%+5NewHolders
Q4 20240$00.0%−5−100.0%Sold outHolders
Q3 20245$00.0%+1+25.0%AddedHolders
Q2 20244$00.0%−5−55.6%ReducedHolders
Q1 20249$2.00K<0.1%−5−35.7%ReducedHolders
Q4 202314$2.00K<0.1%−1−6.7%ReducedHolders
Q3 202315$1.00K<0.1%+10+200.0%AddedHolders
Q2 20235$00.0%−7−58.3%ReducedHolders
Q1 202312$1.00K<0.1%+12NewHolders