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Avion Wealth

SEC CIK
0001792704
Latest filing
Jul 31, 2026

WAFD holding history

Wafd 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.

WAFD overviewAll 13F holders of WAFDFull Q2 2026 holdings

Shares (Q2 2026)
19
Value
$0
% of portfolio
0.0%
Quarters held
9
Since Q1 2024
Holdings of WAFD by Avion Wealth, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202619$00.0%00.0%UnchangedHolders
Q1 202619$00.0%00.0%UnchangedHolders
Q4 202519$00.0%00.0%UnchangedHolders
Q3 202519$00.0%00.0%UnchangedHolders
Q2 202519$00.0%00.0%UnchangedHolders
Q1 202519$00.0%+19NewHolders
Q4 20240$00.0%−19−100.0%Sold outHolders
Q3 202419$00.0%00.0%UnchangedHolders
Q2 202419$00.0%00.0%UnchangedHolders
Q1 202419$1.00K<0.1%+19NewHolders