Position in RKT
as of Jun 30, 2026
· filed Jul 31, 2026
Position Value
$9,985
+$1,963 QoQ
Shares Held
634
+12.6% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#683
of 790 holders
Holding Since
Sep 2024
8 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in RKT Over Time
Shares Held
Position Value (USD)
Position in Mortgage Finance
Financial Services · as of Jun 30, 2026Avion Wealth holds $11,643 across 4 Mortgage Finance names. RKT ranks #1 (85.8% of the industry book) .
All Filings in RKT
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8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $9,985 | 634 | Shares | Sole | 2026-07-31 | |
| 2026-03-31 | $8,022 | 563 | Shares | Sole | 2026-05-01 | |
| 2025-12-31 | $11,906 | 615 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $8 | 464 | Shares | Sole | 2025-10-24 | |
| 2025-06-30 | $5 | 400 | Shares | Sole | 2025-07-31 | |
| 2025-03-31 | $4 | 400 | Shares | Sole | 2025-05-09 | |
| 2024-12-31 | $4 | 400 | Shares | Sole | 2025-01-29 | |
| 2024-09-30 | $7,676 | 400 | Shares | Sole | 2024-10-18 | |
| No filing history on record for this holder in this stock. | ||||||