Position in APP
as of Mar 31, 2026
· filed May 1, 2026
Position Value
$99,898
-$102,248 QoQ
Shares Held
251
-16.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.14%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2023
13 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in APP Over Time
Shares Held
Position Value (USD)
Position in Advertising Agencies
Communication Services · as of Mar 31, 2026Avion Wealth holds $107,029 across 7 Advertising Agencies names. APP ranks #1 (93.3% of the industry book) .
All Filings in APP
Export CSV
13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $99,898 | 251 | Shares | Sole | 2026-05-01 | |
| 2025-12-31 | $202,146 | 300 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $160,234 | 223 | Shares | Sole | 2025-10-24 | |
| 2025-06-30 | $55,312 | 158 | Shares | Sole | 2025-07-31 | |
| 2025-03-31 | $46,104 | 174 | Shares | Sole | 2025-05-09 | |
| 2024-12-31 | $56,346 | 174 | Shares | Sole | 2025-01-29 | |
| 2024-09-30 | $20,496 | 157 | Shares | Sole | 2024-10-18 | |
| 2024-06-30 | $12,066 | 145 | Shares | Sole | 2024-07-26 | |
| 2024-03-31 | $10,036 | 145 | Shares | Sole | 2024-05-03 | |
| 2023-12-31 | $5,778 | 145 | Shares | Sole | 2024-01-26 | |
| 2023-09-30 | $5,794 | 145 | Shares | Sole | 2023-10-20 | |
| 2023-06-30 | $3,730 | 145 | Shares | Sole | 2023-07-14 | |
| 2023-03-31 | $1,165 | 74 | Shares | Sole | 2023-05-05 | |
| No filing history on record for this holder in this stock. | ||||||