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Avion Wealth

SEC CIK
0001792704
Latest filing
Jul 31, 2026

WERN holding history

Werner Enterprises 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.

WERN overviewAll 13F holders of WERNFull Q2 2026 holdings

Shares (Q4 2025)
0
Sold out in Q4 2025
Value
$0
% of portfolio
0.0%
Quarters held
11
Since Q2 2022
Holdings of WERN by Avion Wealth, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q4 20250$00.0%−18−100.0%Sold outHolders
Q3 202518$00.0%−18−50.0%ReducedHolders
Q2 202536$00.0%+22+157.1%AddedHolders
Q1 202514$00.0%+14NewHolders
Q4 20240$00.0%−27−100.0%Sold outHolders
Q3 202427$1.00K<0.1%00.0%UnchangedHolders
Q2 202427$00.0%+27NewHolders
Q4 20230$00.0%−39−100.0%Sold outHolders
Q3 202339$1.00K<0.1%+26+200.0%AddedHolders
Q2 202313$00.0%00.0%UnchangedHolders
Q1 202313$00.0%00.0%UnchangedHolders
Q4 202213$00.0%00.0%UnchangedHolders
Q3 202213$00.0%00.0%UnchangedHolders
Q2 202213$1.00K<0.1%+13NewHolders