Position in USNA
as of Jun 30, 2026
· filed Jul 31, 2026
Position Value
$597
+$87 QoQ
Shares Held
28
+7.7% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2023
8 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in USNA Over Time
Shares Held
Position Value (USD)
Position in Packaged Foods
Consumer Defensive · as of Jun 30, 2026Avion Wealth holds $39,256 across 21 Packaged Foods names. USNA ranks #8 (1.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GIS |
General Mills Inc
|
354 | $12,319 | |
| 2 | KHC |
Kraft Heinz Co
|
352 | $8,314 | |
| 3 | CPB |
CAMPBELL'S Co
|
343 | $7,638 | |
| 4 | MKC |
Mccormick & Co Inc
|
83 | $4,184 | |
| 5 | FLO |
Flowers Foods Inc
|
270 | $2,133 | |
| 6 | BRCC |
BRC Inc.
|
64 | $707 | |
| 7 | JBSS |
Sanfilippo John B & Son Inc
|
8 | $687 | |
| 8 | USNA |
Usana Health Sciences Inc
This page
|
28 | $597 |
All Filings in USNA
Export CSV
8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $597 | 28 | Shares | Sole | 2026-07-31 | |
| 2025-12-31 | $510 | 26 | Shares | Sole | 2026-01-23 | |
| 2025-03-31 | $377 | 14 | Shares | Sole | 2025-05-09 | |
| 2024-06-30 | $497 | 11 | Shares | Sole | 2024-07-26 | |
| 2024-03-31 | $1 | 11 | Shares | Sole | 2024-05-03 | |
| 2023-12-31 | $1 | 11 | Shares | Sole | 2024-01-26 | |
| 2023-09-30 | $1,523 | 26 | Shares | Sole | 2023-10-20 | |
| 2023-06-30 | $1,638 | 26 | Shares | Sole | 2023-07-14 | |
| No filing history on record for this holder in this stock. | ||||||