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Livermore
Livermore
ZHEN

Avion Wealth

SEC CIK
0001792704
Latest filing
Jul 31, 2026

V holding history

Visa 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.

V overviewAll 13F holders of VFull Q2 2026 holdings

Shares (Q2 2026)
1,578
Value
$541.0K
% of portfolio
0.1%
Quarters held
22
Since Q1 2021
Holdings of V by Avion Wealth, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20261,578$541.0K0.1%−21−1.3%ReducedHolders
Q1 20261,599$483.0K0.1%+24+1.5%AddedHolders
Q4 20251,575$552.0K0.1%−43−2.7%ReducedHolders
Q3 20251,618$552.0K0.1%−121−7.0%ReducedHolders
Q2 20251,739$617.0K0.1%+1,261+263.8%AddedHolders
Q1 2025478$151.0K<0.1%00.0%UnchangedHolders
Q4 2024478$151.0K<0.1%+38+8.6%AddedHolders
Q3 2024440$120.0K<0.1%−1−0.2%ReducedHolders
Q2 2024441$115.0K<0.1%+11+2.6%AddedHolders
Q1 2024430$120.0K<0.1%+116+36.9%AddedHolders
Q4 2023314$82.0K<0.1%+14+4.7%AddedHolders
Q3 2023300$68.0K<0.1%+19+6.8%AddedHolders
Q2 2023281$66.0K<0.1%+62+28.3%AddedHolders
Q1 2023219$45.0K<0.1%+10+4.8%AddedHolders
Q4 2022209$37.0K<0.1%00.0%UnchangedHolders
Q3 2022209$37.0K<0.1%−43−17.1%ReducedHolders
Q2 2022252$50.0K<0.1%+43+20.6%AddedHolders
Q1 2022209$46.0K<0.1%00.0%UnchangedHolders
Q4 2021209$45.0K<0.1%00.0%UnchangedHolders
Q3 2021209$47.0K<0.1%+40+23.7%AddedHolders
Q2 2021169$39.0K<0.1%−319−65.4%ReducedHolders
Q1 2021488$103.0K<0.1%––Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.