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Disclosery

Avalon Trust Co: BE position timeline

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

Avalon Trust Co held 228,790 BE 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 228,790 shares
    Change vs previous 13F -4,930 shares

    4.26% of the 13F portfolio, value $69,254,733.

    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 233,720 shares
    Change vs previous 13F -121,149 shares

    2.18% of the 13F portfolio, value $31,666,723.

    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 354,869 shares
    Change vs previous 13F -3,911 shares

    1.99% of the 13F portfolio, value $30,834,568.

    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 358,780 shares
    Change vs previous 13F -326,012 shares

    1.97% of the 13F portfolio, value $30,342,025.

    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 684,792 shares
    Change vs previous 13F -28,515 shares

    1.2% of the 13F portfolio, value $16,380,225.

    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 713,307 shares
    Change vs previous 13F -11,013 shares

    1.12% of the 13F portfolio, value $14,023,616.

    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 724,320 shares
    Change vs previous 13F -1,680 shares

    1.14% of the 13F portfolio, value $16,087,148.

    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 726,000 shares
    Change vs previous 13F not available

    0.57% of the 13F portfolio, value $7,666,560.

    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).