Position in G
as of Jun 30, 2026
· filed Jul 31, 2026
Position Value
$742
+$741 QoQ
Shares Held
27
-12.9% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#448
of 474 holders
Holding Since
Sep 2023
11 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in G Over Time
Shares Held
Position Value (USD)
Position in Information Technology Services
Technology · as of Jun 30, 2026Avion Wealth holds $215,825 across 18 Information Technology Services names. G ranks #13 (0.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | IBM |
International Business Machines Corp
|
599 | $168,444 | |
| 2 | ACN |
Accenture plc
|
66 | $8,213 | |
| 3 | BR |
Broadridge Financial Solutions, Inc.
|
59 | $8,080 | |
| 4 | FIS |
Fidelity National Information Services, Inc.
|
188 | $7,309 | |
| 5 | IT |
Gartner Inc
|
33 | $4,277 | |
| 6 | CTSH |
Cognizant Technology Solutions Corp
|
91 | $3,524 | |
| 7 | APLD |
Applied Digital Corp.
|
92 | $3,431 | |
| 8 | KEEL |
Keel Infrastructure Corp.
|
504 | $2,892 |
All Filings in G
Export CSV
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $742 | 27 | Shares | Sole | 2026-07-31 | |
| 2026-03-31 | $1 | 31 | Shares | Sole | 2026-05-01 | |
| 2025-12-31 | $1 | 31 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $1 | 31 | Shares | Sole | 2025-10-24 | |
| 2025-06-30 | $1 | 31 | Shares | Sole | 2025-07-31 | |
| 2025-03-31 | $1 | 31 | Shares | Sole | 2025-05-09 | |
| 2024-12-31 | $1 | 31 | Shares | Sole | 2025-01-29 | |
| 2024-09-30 | $1 | 31 | Shares | Sole | 2024-10-18 | |
| 2024-06-30 | $997 | 31 | Shares | Sole | 2024-07-26 | |
| 2024-03-31 | $1 | 14 | Shares | Sole | 2024-05-03 | |
| 2023-09-30 | $507 | 69 | Shares | Sole | 2023-10-20 | |
| No filing history on record for this holder in this stock. | ||||||