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Avion Wealth

SEC CIK
0001792704
Latest filing
Jul 31, 2026

PSA holding history

Public Storage 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.

PSA overviewAll 13F holders of PSAFull Q2 2026 holdings

Shares (Q2 2026)
32
Value
$10.0K
% of portfolio
<0.1%
Quarters held
14
Since Q1 2023
Holdings of PSA by Avion Wealth, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202632$10.0K<0.1%−7−17.9%ReducedHolders
Q1 202639$10.0K<0.1%+14+56.0%AddedHolders
Q4 202525$6.00K<0.1%−24−49.0%ReducedHolders
Q3 202549$14.0K<0.1%+2+4.3%AddedHolders
Q2 202547$13.0K<0.1%+24+104.3%AddedHolders
Q1 202523$6.00K<0.1%00.0%UnchangedHolders
Q4 202423$6.00K<0.1%+1+4.5%AddedHolders
Q3 202422$8.00K<0.1%+2+10.0%AddedHolders
Q2 202420$5.00K<0.1%+10+100.0%AddedHolders
Q1 202410$3.00K<0.1%+4+66.7%AddedHolders
Q4 20236$2.00K<0.1%+4+200.0%AddedHolders
Q3 20232$00.0%−13−86.7%ReducedHolders
Q2 202315$3.00K<0.1%+12+400.0%AddedHolders
Q1 20233$00.0%+3NewHolders