Avion Wealth

SEC CIK: 0001792704
Latest filing: Jul 31, 2026

SEC filings (opens in a new tab)

MMSI holding history

Merit Medical Systems 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.

MMSI overview All 13F holders of MMSI Full Q2 2026 holdings

Shares (Q2 2026): 54
Value: $3.00K
% of portfolio: <0.1%
Quarters held: 3; Since Q1 2023

Holdings of MMSI by Avion Wealth, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2026	54	$3.00K	<0.1%	+54	New	Holders
Q1 2026	0	$0	0.0%	−12−100.0%	Sold out	Holders
Q4 2025	12	$1.00K	<0.1%	+12	New	Holders
Q2 2023	0	$0	0.0%	−7−100.0%	Sold out	Holders
Q1 2023	7	$0	0.0%	+7	New	Holders