Avion Wealth

SEC CIK: 0001792704
Latest filing: Jul 31, 2026

SEC filings (opens in a new tab)

SYM holding history

Symbotic 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.

SYM overview All 13F holders of SYM Full Q2 2026 holdings

Shares (Q2 2026): 23
Value: $1.00K
% of portfolio: <0.1%
Quarters held: 5; Since Q2 2025

Holdings of SYM by Avion Wealth, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2026	23	$1.00K	<0.1%	00.0%	Unchanged	Holders
Q1 2026	23	$1.00K	<0.1%	00.0%	Unchanged	Holders
Q4 2025	23	$1.00K	<0.1%	00.0%	Unchanged	Holders
Q3 2025	23	$1.00K	<0.1%	00.0%	Unchanged	Holders
Q2 2025	23	$0	0.0%	+23	New	Holders