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Avion Wealth

SEC CIK
0001792704
Latest filing
Jul 31, 2026

HRB holding history

H&R Block 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.

HRB overviewAll 13F holders of HRBFull Q2 2026 holdings

Shares (Q2 2026)
124
Value
$4.00K
% of portfolio
<0.1%
Quarters held
4
Since Q3 2025
Holdings of HRB by Avion Wealth, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 2026124$4.00K<0.1%+67+117.5%AddedHolders
Q1 202657$1.00K<0.1%+45+375.0%AddedHolders
Q4 202512$00.0%+2+20.0%AddedHolders
Q3 202510$00.0%+10NewHolders