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Livermore
Livermore
ZHEN

Avion Wealth

SEC CIK
0001792704
Latest filing
Jul 31, 2026

XYZ holding history

Block, 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.

XYZ overviewAll 13F holders of XYZFull Q2 2026 holdings

Shares (Q2 2026)
189
Value
$14.0K
% of portfolio
<0.1%
Quarters held
22
Since Q1 2021
Holdings of XYZ by Avion Wealth, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 2026189$14.0K<0.1%+34+21.9%AddedHolders
Q1 2026155$9.00K<0.1%+7+4.7%AddedHolders
Q4 2025148$9.00K<0.1%−24−14.0%ReducedHolders
Q3 2025172$12.0K<0.1%−1−0.6%ReducedHolders
Q2 2025173$11.0K<0.1%−41−19.2%ReducedHolders
Q1 2025214$18.0K<0.1%00.0%UnchangedHolders
Q4 2024214$18.0K<0.1%−90−29.6%ReducedHolders
Q3 2024304$20.0K<0.1%−98−24.4%ReducedHolders
Q2 2024402$25.0K<0.1%+293+268.8%AddedHolders
Q1 2024109$10.0K<0.1%+11+11.2%AddedHolders
Q4 202398$8.00K<0.1%+73+292.0%AddedHolders
Q3 202325$1.00K<0.1%−16−39.0%ReducedHolders
Q2 202341$2.00K<0.1%+13+46.4%AddedHolders
Q1 202328$1.00K<0.1%+3+12.0%AddedHolders
Q4 202225$1.00K<0.1%00.0%UnchangedHolders
Q3 202225$1.00K<0.1%−12−32.4%ReducedHolders
Q2 202237$2.00K<0.1%+12+48.0%AddedHolders
Q1 202225$3.00K<0.1%−165−86.8%ReducedHolders
Q4 2021190$31.0K<0.1%00.0%UnchangedHolders
Q3 2021190$46.0K<0.1%00.0%UnchangedHolders
Q2 2021190$46.0K<0.1%+165+660.0%AddedHolders
Q1 202125$6.00K<0.1%––Holders

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