Avion Wealth

SEC CIK: 0001792704
Latest filing: Jul 31, 2026

SEC filings (opens in a new tab)

YORW holding history

York Water Co 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.

YORW overview All 13F holders of YORW Full Q2 2026 holdings

Shares (Q2 2026): 17
Value: $0
% of portfolio: 0.0%
Quarters held: 3; Since Q4 2023

Holdings of YORW by Avion Wealth, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2026	17	$0	0.0%	+17	New	Holders
Q2 2025	0	$0	0.0%	−14−100.0%	Sold out	Holders
Q1 2025	14	$0	0.0%	+14	New	Holders
Q1 2024	0	$0	0.0%	−13−100.0%	Sold out	Holders
Q4 2023	13	$1.00K	<0.1%	+13	New	Holders