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Avion Wealth

SEC CIK
0001792704
Latest filing
Jul 31, 2026

IBKR holding history

Interactive Brokers Group, 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.

IBKR overviewAll 13F holders of IBKRFull Q2 2026 holdings

Shares (Q2 2026)
99
Value
$8.00K
% of portfolio
<0.1%
Quarters held
15
Since Q2 2022
Holdings of IBKR by Avion Wealth, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202699$8.00K<0.1%+22+28.6%AddedHolders
Q1 202677$5.00K<0.1%+24+45.3%AddedHolders
Q4 202553$3.00K<0.1%−7−11.7%ReducedHolders
Q3 202560$4.00K<0.1%+12+25.0%AddedHolders
Q2 202548$2.00K<0.1%+40+500.0%AddedConverted for a 4-for-1 splitHolders
Q1 20252$00.0%+2NewHolders
Q3 20240$00.0%−19−100.0%Sold outHolders
Q2 202419$2.00K<0.1%00.0%UnchangedHolders
Q1 202419$3.00K<0.1%00.0%UnchangedHolders
Q4 202319$2.00K<0.1%−6−24.0%ReducedHolders
Q3 202325$2.00K<0.1%+6+31.6%AddedHolders
Q2 202319$1.00K<0.1%00.0%UnchangedHolders
Q1 202319$1.00K<0.1%00.0%UnchangedHolders
Q4 202219$1.00K<0.1%00.0%UnchangedHolders
Q3 202219$1.00K<0.1%00.0%UnchangedHolders
Q2 202219$1.00K<0.1%+19NewHolders