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Disclosery

Avalon Trust Co: AVB position timeline

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

Avalon Trust Co held 4,205 AVB 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 4,205 shares
    Change vs previous 13F -265 shares

    0.05% of the 13F portfolio, value $793,442.

    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 4,470 shares
    Change vs previous 13F -850 shares

    0.05% of the 13F portfolio, value $730,175.

    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 5,320 shares
    Change vs previous 13F -690 shares

    0.06% of the 13F portfolio, value $964,570.

    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 6,010 shares
    Change vs previous 13F -62,642 shares

    0.08% of the 13F portfolio, value $1,160,952.

    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 68,652 shares
    Change vs previous 13F -1,003 shares

    1.02% of the 13F portfolio, value $13,970,682.

    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 69,655 shares
    Change vs previous 13F -675 shares

    1.19% of the 13F portfolio, value $14,949,357.

    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 70,330 shares
    Change vs previous 13F -515 shares

    1.1% of the 13F portfolio, value $15,470,491.

    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 70,845 shares
    Change vs previous 13F not available

    1.18% of the 13F portfolio, value $15,957,837.

    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).