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Avion Wealth

SEC CIK
0001792704
Latest filing
Jul 31, 2026

RLI holding history

Rli Corp 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.

RLI overviewAll 13F holders of RLIFull Q2 2026 holdings

Shares (Q2 2026)
36
Value
$2.00K
% of portfolio
<0.1%
Quarters held
11
Since Q2 2022
Holdings of RLI by Avion Wealth, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202636$2.00K<0.1%+12+50.0%AddedHolders
Q1 202624$1.00K<0.1%−40−62.5%ReducedHolders
Q4 202564$4.00K<0.1%+32+100.0%AddedHolders
Q3 202532$2.00K<0.1%+18+128.6%AddedHolders
Q2 202514$1.00K<0.1%+14NewHolders
Q4 20230$00.0%−11−100.0%Sold outHolders
Q3 202311$1.00K<0.1%+4+57.1%AddedHolders
Q2 20237$00.0%00.0%UnchangedHolders
Q1 20237$00.0%00.0%UnchangedHolders
Q4 20227$00.0%00.0%UnchangedHolders
Q3 20227$1.00K<0.1%00.0%UnchangedHolders
Q2 20227$1.00K<0.1%+7NewHolders