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Avion Wealth

SEC CIK
0001792704
Latest filing
Jul 31, 2026

PECO holding history

Phillips Edison & Company, 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.

PECO overviewAll 13F holders of PECOFull Q2 2026 holdings

Shares (Q2 2026)
30
Value
$1.00K
% of portfolio
<0.1%
Quarters held
5
Since Q3 2023
Holdings of PECO by Avion Wealth, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202630$1.00K<0.1%00.0%UnchangedHolders
Q1 202630$1.00K<0.1%00.0%UnchangedHolders
Q4 202530$1.00K<0.1%+15+100.0%AddedHolders
Q3 202515$00.0%+15NewHolders
Q4 20230$00.0%−15−100.0%Sold outHolders
Q3 202315$00.0%+15NewHolders