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Avion Wealth

SEC CIK
0001792704
Latest filing
Jul 31, 2026

UDR holding history

UDR, 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.

UDR overviewAll 13F holders of UDRFull Q2 2026 holdings

Shares (Q2 2026)
15
Value
$0
% of portfolio
0.0%
Quarters held
9
Since Q3 2023
Holdings of UDR by Avion Wealth, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202615$00.0%00.0%UnchangedHolders
Q1 202615$00.0%−70−82.4%ReducedHolders
Q4 202585$3.00K<0.1%+58+214.8%AddedHolders
Q3 202527$1.00K<0.1%+13+92.9%AddedHolders
Q2 202514$00.0%00.0%UnchangedHolders
Q1 202514$00.0%+14NewHolders
Q4 20240$00.0%−14−100.0%Sold outHolders
Q3 202414$00.0%00.0%UnchangedHolders
Q2 202414$00.0%+14NewHolders
Q4 20230$00.0%−16−100.0%Sold outHolders
Q3 202316$00.0%+16NewHolders