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Avion Wealth

SEC CIK
0001792704
Latest filing
Jul 31, 2026

IDA holding history

Idacorp 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.

IDA overviewAll 13F holders of IDAFull Q2 2026 holdings

Shares (Q2 2026)
12
Value
$1.00K
% of portfolio
<0.1%
Quarters held
7
Since Q2 2023
Holdings of IDA by Avion Wealth, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202612$1.00K<0.1%00.0%UnchangedHolders
Q1 202612$1.00K<0.1%00.0%UnchangedHolders
Q4 202512$1.00K<0.1%00.0%UnchangedHolders
Q3 202512$1.00K<0.1%+8+200.0%AddedHolders
Q2 20254$00.0%+4NewHolders
Q4 20230$00.0%−5−100.0%Sold outHolders
Q3 20235$00.0%00.0%UnchangedHolders
Q2 20235$00.0%+5NewHolders