Skip to content
Disclosery

Avalon Trust Co: CMS position timeline

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

Avalon Trust Co held 292,774 CMS 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 292,774 shares
    Change vs previous 13F -585 shares

    1.38% of the 13F portfolio, value $22,397,211.

    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 293,359 shares
    Change vs previous 13F +1,188 shares

    1.57% of the 13F portfolio, value $22,758,792.

    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 292,171 shares
    Change vs previous 13F +825 shares

    1.32% of the 13F portfolio, value $20,431,519.

    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 291,346 shares
    Change vs previous 13F +975 shares

    1.39% of the 13F portfolio, value $21,344,008.

    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 290,371 shares
    Change vs previous 13F +2,350 shares

    1.47% of the 13F portfolio, value $20,116,903.

    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 288,021 shares
    Change vs previous 13F -1,519 shares

    1.72% of the 13F portfolio, value $21,633,258.

    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 289,540 shares
    Change vs previous 13F -410 shares

    1.37% of the 13F portfolio, value $19,297,841.

    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 289,950 shares
    Change vs previous 13F not available

    1.51% of the 13F portfolio, value $20,479,169.

    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).