Avion Wealth JACK β€” JACK IN THE BOX INC

Ownership history in Avion Wealth  Β·  2 quarters on record

AI Ownership Summary

Avion Wealth reported JACK IN THE BOX INC (JACK) in 2 quarterly 13F filings from 2025 Q4 through 2026 Q1. The latest visible filing shows JACK at 0.00% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this JACK ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Avion Wealth's position in JACK IN THE BOX INC, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

JACK was reported at 0.00% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.0% in 2026 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2025 Q4 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How Avion Wealth held JACK β€” position size vs. price
% of Fund (quarterly)    JACK price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
πŸ“‹ Quarterly Holdings History 2 quarters  β–Ύ
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 ADDED β€” β€” β€” 275 +185 +205.6% 0.00% $2 2026-05-01 $12.28
2025 Q4 INITIATED β€” β€” β€” 90 β€” β€” 0.00% $1K 2026-01-23 $21.16

FAQ About Avion Wealth and JACK

These are the practical questions this page is built to answer before you even open the full history table.

How long has Avion Wealth reported owning JACK?

Avion Wealth reported JACK across 2 quarterly 13F filings, from 2025 Q4 through 2026 Q1.

What was the largest reported JACK position in Avion Wealth's portfolio?

The largest reported portfolio weight for JACK was 0.00% in 2026 Q1.

What is the latest reported JACK position on this page?

The most recent filing on this page is 2026 Q1, when Avion Wealth reported 275 shares, equal to 0.00% of portfolio, with an estimated market value of $2.

What does the chart on this JACK ownership page compare?

The chart compares Avion Wealth's quarterly JACK portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

← Back to Avion Wealth Holdings