Avion Wealth SEC EDGAR Filings (CIK 0001792704)

SEC EDGAR filings, ownership reports, and insider transactions for Avion Wealth.

Business address
2829 Technology Forest Blvd #300, The Woodlands, TX, 77381
Top securities (13F)
VUSB, VEA, VOO, VOE, VEU, BNDX, VYM, VBR, VTI, VO, VUG, DFAC, VNQ, MINT, IEFA, NVDA, GLD, AAPL, SCI, and VWO
State of incorporation
TX
Fiscal year end
31 December
Former names
Efficient Wealth Management LLC (to 29 Jul 2020)
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Avion Wealth has filed 29 SEC EDGAR filings since 31 Oct 2019

Latest Filings

Recent SEC filings for Avion Wealth including 13F-HR, 13F-HR/A, N-PX.

Form type Document Filing Description Filing date Reporting date File number(s)
13F-HR Open 13F-HR document View SEC filing for 13F-HR 23 Jan 2026 31 Dec 2025 028-19603
13F-HR Open 13F-HR document View SEC filing for 13F-HR 24 Oct 2025 30 Sep 2025 028-19603
13F-HR/A Open 13F-HR/A document View SEC filing for 13F-HR/A 31 Jul 2025 30 Jun 2025 028-19603
13F-HR Open 13F-HR document View SEC filing for 13F-HR 25 Jul 2025 30 Jun 2025 028-19603
N-PX Open N-PX document View SEC filing for N-PX 25 Jul 2025 30 Jun 2025 028-19603
13F-HR Open 13F-HR document View SEC filing for 13F-HR 09 May 2025 31 Mar 2025 028-19603
13F-HR Open 13F-HR document View SEC filing for 13F-HR 29 Jan 2025 31 Dec 2024 028-19603
13F-HR Open 13F-HR document View SEC filing for 13F-HR 18 Oct 2024 30 Sep 2024 028-19603
13F-HR Open 13F-HR document View SEC filing for 13F-HR 26 Jul 2024 30 Jun 2024 028-19603
N-PX Open N-PX document View SEC filing for N-PX 26 Jul 2024 30 Jun 2024 028-19603
13F-HR Open 13F-HR document View SEC filing for 13F-HR 03 May 2024 31 Mar 2024 028-19603
13F-HR Open 13F-HR document View SEC filing for 13F-HR 26 Jan 2024 31 Dec 2023 028-19603
13F-HR Open 13F-HR document View SEC filing for 13F-HR 20 Oct 2023 30 Sep 2023 028-19603
13F-HR Open 13F-HR document View SEC filing for 13F-HR 14 Jul 2023 30 Jun 2023 028-19603
13F-HR Open 13F-HR document View SEC filing for 13F-HR 05 May 2023 31 Mar 2023 028-19603
13F-HR Open 13F-HR document View SEC filing for 13F-HR 30 Jan 2023 31 Dec 2022 028-19603
13F-HR Open 13F-HR document View SEC filing for 13F-HR 31 Oct 2022 30 Sep 2022 028-19603
13F-HR Open 13F-HR document View SEC filing for 13F-HR 11 Aug 2022 30 Jun 2022 028-19603
13F-HR Open 13F-HR document View SEC filing for 13F-HR 04 May 2022 31 Mar 2022 028-19603
13F-HR Open 13F-HR document View SEC filing for 13F-HR 26 Jan 2022 31 Dec 2021 028-19603
13F-HR Open 13F-HR document View SEC filing for 13F-HR 01 Nov 2021 30 Sep 2021 028-19603
13F-HR Open 13F-HR document View SEC filing for 13F-HR 27 Jul 2021 30 Jun 2021 028-19603
13F-HR Open 13F-HR document View SEC filing for 13F-HR 06 May 2021 31 Mar 2021 028-19603
13F-HR Open 13F-HR document View SEC filing for 13F-HR 26 Jan 2021 31 Dec 2020 028-19603
13F-HR Open 13F-HR document View SEC filing for 13F-HR 30 Oct 2020 30 Sep 2020 028-19603
13F-HR Open 13F-HR document View SEC filing for 13F-HR 29 Jul 2020 30 Jun 2020 028-19603
13F-HR Open 13F-HR document View SEC filing for 13F-HR 08 Apr 2020 31 Mar 2020 028-19603
13F-HR Open 13F-HR document View SEC filing for 13F-HR 29 Jan 2020 31 Dec 2019 028-19603
13F-HR Open 13F-HR document View SEC filing for 13F-HR 31 Oct 2019 30 Sep 2019 028-19603

About this filer

Avion Wealth files with the SEC under CIK 0001792704. This page aggregates EDGAR filings and related ownership activity.

FAQ

What is a CIK?
A Central Index Key (CIK) is a unique identifier assigned by the SEC to each filer.
Why are some filings missing?
New filings appear as the SEC updates EDGAR, and older records can vary by availability.
How often is this page updated?
Updates follow new EDGAR submissions and periodic data refreshes.

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