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Disclosery

Avalon Trust Co: HASI position timeline

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

Avalon Trust Co held 177,782 HASI 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 177,782 shares
    Change vs previous 13F -1,615 shares

    0.43% of the 13F portfolio, value $6,942,388.

    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 179,397 shares
    Change vs previous 13F -3,743 shares

    0.45% of the 13F portfolio, value $6,592,840.

    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 183,140 shares
    Change vs previous 13F +1,865 shares

    0.37% of the 13F portfolio, value $5,756,091.

    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 181,275 shares
    Change vs previous 13F -20 shares

    0.36% of the 13F portfolio, value $5,565,143.

    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 181,295 shares
    Change vs previous 13F +60 shares

    0.36% of the 13F portfolio, value $4,869,584.

    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 181,235 shares
    Change vs previous 13F -590 shares

    0.42% of the 13F portfolio, value $5,299,312.

    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 181,825 shares
    Change vs previous 13F -850 shares

    0.35% of the 13F portfolio, value $4,878,365.

    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 182,675 shares
    Change vs previous 13F not available

    0.47% of the 13F portfolio, value $6,296,808.

    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).