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Avion Wealth

SEC CIK
0001792704
Latest filing
Jul 31, 2026

PRI holding history

Primerica, 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.

PRI overviewAll 13F holders of PRIFull Q2 2026 holdings

Shares (Q2 2026)
3
Value
$0
% of portfolio
0.0%
Quarters held
12
Since Q2 2023
Holdings of PRI by Avion Wealth, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20263$00.0%00.0%UnchangedHolders
Q1 20263$00.0%−4−57.1%ReducedHolders
Q4 20257$1.00K<0.1%00.0%UnchangedHolders
Q3 20257$1.00K<0.1%+2+40.0%AddedHolders
Q2 20255$1.00K<0.1%+2+66.7%AddedHolders
Q1 20253$00.0%+3NewHolders
Q4 20240$00.0%−3−100.0%Sold outHolders
Q3 20243$00.0%00.0%UnchangedHolders
Q2 20243$00.0%00.0%UnchangedHolders
Q1 20243$1.00K<0.1%00.0%UnchangedHolders
Q4 20233$1.00K<0.1%−10−76.9%ReducedHolders
Q3 202313$1.00K<0.1%+5+62.5%AddedHolders
Q2 20238$00.0%+8NewHolders