Avion Wealth historic quarter change: USA Bonds: Other Debt, Sold out
In other debt filed by principal amount (debentures, bonds) (listed in the US), over 10 quarters from 2023-12-31 to 2026-06-30, Avion Wealth opened 10 positions, added to 1, reduced 2 and sold out of 7.
- Q2 2026: Stock AQUESTIVE THERAPEUTICS INC; Country of operation —; Class CALL; Principal before $3,000.
- Q1 2026: Stock SOFI; Country of operation United States; Class CALL; Principal before $4,000.
- Q1 2026: Stock DELL; Country of operation United States; Class CALL; Principal before $200.
- Q1 2026: Stock NVDA; Country of operation United States; Class CALL; Principal before $100.
Each consecutive pair of Form 13F-HR filings compared (SEC CIK 1792704), 10 quarters: Q2 2026 (2026-03-31 to 2026-06-30, filed 2026-07-31); Q1 2026 (2025-12-31 to 2026-03-31, filed 2026-05-01); Q4 2025 (2025-09-30 to 2025-12-31, filed 2026-01-23); Q3 2025 (2025-06-30 to 2025-09-30, filed 2025-10-24); Q2 2025 (2025-03-31 to 2025-06-30, filed 2025-07-31); Q1 2025 (2024-12-31 to 2025-03-31, filed 2025-05-09); Q4 2024 (2024-09-30 to 2024-12-31, filed 2025-01-29); Q3 2024 (2024-06-30 to 2024-09-30, filed 2024-10-18); Q2 2024 (2024-03-31 to 2024-06-30, filed 2024-07-26); Q1 2024 (2023-12-31 to 2024-03-31, filed 2024-05-03). Rows for the same security, class and put/call are added together. Value change is the filed value at each quarter end, so it includes the price move. Only the filings held here are compared; the firm's 13F-HR filings go back to the quarter ended 2019-09-30.
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