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Avion Wealth

SEC CIK
0001792704
Latest filing
Jul 31, 2026

SMAR holding history

Smartsheet 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.

SMAR overviewAll 13F holders of SMARFull Q2 2026 holdings

Shares (Q2 2025)
0
Sold out in Q2 2025
Value
$0
% of portfolio
0.0%
Quarters held
4
Since Q2 2024
Holdings of SMAR by Avion Wealth, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20250$00.0%−24−100.0%Sold outHolders
Q1 202524$1.00K<0.1%00.0%UnchangedHolders
Q4 202424$1.00K<0.1%−232−90.6%ReducedHolders
Q3 2024256$14.0K<0.1%+11+4.5%AddedHolders
Q2 2024245$10.0K<0.1%+245NewHolders