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Disclosery

Avalon Trust Co: AZO position timeline

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

Avalon Trust Co held 5,739 AZO 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 5,739 shares
    Change vs previous 13F -298 shares

    1.13% of the 13F portfolio, value $18,341,500.

    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 6,037 shares
    Change vs previous 13F +25 shares

    1.4% of the 13F portfolio, value $20,391,658.

    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 6,012 shares
    Change vs previous 13F +45 shares

    1.32% of the 13F portfolio, value $20,389,698.

    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 5,967 shares
    Change vs previous 13F -15 shares

    1.66% of the 13F portfolio, value $25,599,863.

    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 5,982 shares
    Change vs previous 13F not available

    1.62% of the 13F portfolio, value $22,206,560.

    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).