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Disclosery

Avalon Trust Co: AWK position timeline

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

Avalon Trust Co held 151,254 AWK 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 151,254 shares
    Change vs previous 13F -905 shares

    1.22% of the 13F portfolio, value $19,902,002.

    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 152,159 shares
    Change vs previous 13F -580 shares

    1.43% of the 13F portfolio, value $20,707,319.

    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 152,739 shares
    Change vs previous 13F +4,470 shares

    1.29% of the 13F portfolio, value $19,932,440.

    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 148,269 shares
    Change vs previous 13F +2,675 shares

    1.34% of the 13F portfolio, value $20,637,563.

    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 145,594 shares
    Change vs previous 13F -5,775 shares

    1.48% of the 13F portfolio, value $20,253,582.

    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 151,369 shares
    Change vs previous 13F +1,444 shares

    1.78% of the 13F portfolio, value $22,329,955.

    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 149,925 shares
    Change vs previous 13F not available

    1.33% of the 13F portfolio, value $18,664,164.

    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).