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Disclosery

Avalon Trust Co: ADI position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Avalon Trust Co on ADI, newest first. How the timeline and the estimate are built.

Avalon Trust Co held 39,839 ADI shares at 2026-06-30 per its 13F-HR filed 2026-08-06.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 39,839 shares
    Change vs previous 13F -746 shares

    0.97% of the 13F portfolio, value $15,822,856.

    13F-HR 0001798150-26-000003 filed by Avalon Trust Co
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 40,585 shares
    Change vs previous 13F +1,689 shares

    0.89% of the 13F portfolio, value $12,911,712.

    13F-HR 0001798150-26-000002 filed by Avalon Trust Co
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 38,896 shares
    Change vs previous 13F -355 shares

    0.68% of the 13F portfolio, value $10,548,596.

    13F-HR 0001798150-26-000001 filed by Avalon Trust Co
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 39,251 shares
    Change vs previous 13F +12,540 shares

    0.63% of the 13F portfolio, value $9,643,971.

    13F-HR 0001798150-25-000005 filed by Avalon Trust Co
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 26,711 shares
    Change vs previous 13F +1,433 shares

    0.46% of the 13F portfolio, value $6,357,753.

    13F-HR 0001798150-25-000004 filed by Avalon Trust Co
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 25,278 shares
    Change vs previous 13F -570 shares

    0.41% of the 13F portfolio, value $5,097,815.

    13F-HR 0001798150-25-000001 filed by Avalon Trust Co
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 25,848 shares
    Change vs previous 13F 0 shares

    0.39% of the 13F portfolio, value $5,491,667.

    13F-HR 0000842775-25-000003 filed by Avalon Trust Co
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 25,848 shares
    Change vs previous 13F not available

    0.44% of the 13F portfolio, value $5,949,435.

    13F-HR 0001708001-24-000007 filed by Avalon Trust Co
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).