Position in HLI
as of Mar 31, 2026
· filed May 1, 2026
Position Value
$861
+$513 QoQ
Shares Held
6
+200.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2023
6 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in HLI Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Jun 30, 2026Avion Wealth holds $212,420 across 19 Capital Markets names.
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GS |
Goldman Sachs Group Inc
|
72 | $72,818 | |
| 2 | MS |
Morgan Stanley
|
284 | $59,367 | |
| 3 | SCHW |
Schwab Charles Corp
|
333 | $30,725 | |
| 4 | HOOD |
Robinhood Markets, Inc.
|
234 | $23,465 | |
| 5 | IBKR |
Interactive Brokers Group, Inc.
|
99 | $8,616 | |
| 6 | LPLA |
LPL Financial Holdings Inc.
|
15 | $4,225 | |
| 7 | SF |
Stifel Financial Corp
|
29 | $2,023 | |
| 8 | CRCL |
Circle Internet Group, Inc.
|
30 | $1,878 |
All Filings in HLI
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $861 | 6 | Shares | Sole | 2026-05-01 | |
| 2025-12-31 | $348 | 2 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $821 | 4 | Shares | Sole | 2025-10-24 | |
| 2025-06-30 | $359 | 2 | Shares | Sole | 2025-07-31 | |
| 2023-09-30 | $1,071 | 10 | Shares | Sole | 2023-10-20 | |
| 2023-03-31 | $437 | 5 | Shares | Sole | 2023-05-05 | |
| No filing history on record for this holder in this stock. | ||||||