Avion Wealth

All 13F Portfolio Filings

Most recent 13F
Q3 2023
Location
The Woodlands, TX
CIK
0001792704
Alternate names
Efficient Wealth Management LLC
All SEC filings
View on sec.gov
Holdings Value
Quarter Holdings Value ($000) Form Type Date Filed Filing ID Name
Q3 2023 1,227 350,155 13F-HR 10/20/2023 000179270423000009 Avion Wealth
Q2 2023 995 381,781 13F-HR 7/14/2023 000179270423000003 Avion Wealth
Q1 2023 811 366,581 13F-HR 5/5/2023 000179270423000002 Avion Wealth
Q4 2022 560 321,321 13F-HR 1/30/2023 000179270423000001 Avion Wealth
Q3 2022 559 321,612 13F-HR 10/31/2022 000179270422000004 Avion Wealth
Q2 2022 557 322,285 13F-HR 8/11/2022 000179270422000002 Avion Wealth
Q1 2022 420 347,522 13F-HR 5/4/2022 000078404522000004 Avion Wealth
Q4 2021 427 353,566 13F-HR 1/26/2022 000179270422000001 Avion Wealth
Q3 2021 411 329,668 13F-HR 11/1/2021 000179270421000004 Avion Wealth
Q2 2021 399 328,280 13F-HR 7/27/2021 000179270421000003 Avion Wealth
Q1 2021 358 286,238 13F-HR 5/5/2021 000179270421000002 Avion Wealth
Q4 2020 360 317,946 13F-HR 1/26/2021 000179270421000001 Avion Wealth
Q3 2020 305 297,388 13F-HR 10/30/2020 000078404520000005 Avion Wealth
Q2 2020 279 287,379 13F-HR 7/29/2020 000179270420000003 Efficient Wealth Management LLC
Q1 2020 315 233,678 13F-HR 4/8/2020 000179270420000002 Efficient Wealth Management LLC
Q4 2019 47 111,765 13F-HR 1/29/2020 000179270420000001 Efficient Wealth Management LLC
Q3 2019 43 104,715 13F-HR 10/31/2019 000179270419000001 Efficient Wealth Management LLC