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Avion Wealth

SEC CIK
0001792704
Latest filing
Jul 31, 2026

WK holding history

Workiva 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.

WK overviewAll 13F holders of WKFull Q2 2026 holdings

Shares (Q2 2026)
10
Value
$0
% of portfolio
0.0%
Quarters held
4
Since Q2 2024
Holdings of WK by Avion Wealth, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202610$00.0%+10NewHolders
Q2 20250$00.0%−9−100.0%Sold outHolders
Q1 20259$00.0%+9NewHolders
Q4 20240$00.0%−6−100.0%Sold outHolders
Q3 20246$00.0%00.0%UnchangedHolders
Q2 20246$00.0%+6NewHolders