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Livermore
Livermore
ZHEN

Avion Wealth

SEC CIK
0001792704
Latest filing
Jul 31, 2026

SPG holding history

Simon Property Group 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.

SPG overviewAll 13F holders of SPGFull Q2 2026 holdings

Shares (Q2 2026)
129
Value
$28.0K
% of portfolio
<0.1%
Quarters held
21
Since Q2 2021
Holdings of SPG by Avion Wealth, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 2026129$28.0K<0.1%+20+18.3%AddedHolders
Q1 2026109$20.0K<0.1%+12+12.4%AddedHolders
Q4 202597$17.0K<0.1%+21+27.6%AddedHolders
Q3 202576$14.0K<0.1%+9+13.4%AddedHolders
Q2 202567$10.0K<0.1%+20+42.6%AddedHolders
Q1 202547$8.00K<0.1%00.0%UnchangedHolders
Q4 202447$8.00K<0.1%+3+6.8%AddedHolders
Q3 202444$7.00K<0.1%−3−6.4%ReducedHolders
Q2 202447$7.00K<0.1%+7+17.5%AddedHolders
Q1 202440$7.00K<0.1%+5+14.3%AddedHolders
Q4 202335$5.00K<0.1%+16+84.2%AddedHolders
Q3 202319$1.00K<0.1%+7+58.3%AddedHolders
Q2 202312$00.0%00.0%UnchangedHolders
Q1 202312$1.00K<0.1%+10+500.0%AddedHolders
Q4 20222$00.0%00.0%UnchangedHolders
Q3 20222$00.0%00.0%UnchangedHolders
Q2 20222$00.0%00.0%UnchangedHolders
Q1 20222$00.0%00.0%UnchangedHolders
Q4 20212$00.0%00.0%UnchangedHolders
Q3 20212$00.0%00.0%UnchangedHolders
Q2 20212$00.0%+2NewHolders