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Disclosery

Avalon Trust Co: IBB position timeline

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

Avalon Trust Co held 14,805 IBB 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 14,805 shares
    Change vs previous 13F -220 shares

    0.17% of the 13F portfolio, value $2,815,763.

    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 15,025 shares
    Change vs previous 13F -1,200 shares

    0.17% of the 13F portfolio, value $2,536,972.

    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 16,225 shares
    Change vs previous 13F -103,022 shares

    0.18% of the 13F portfolio, value $2,738,323.

    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 119,247 shares
    Change vs previous 13F -2,768 shares

    1.12% of the 13F portfolio, value $17,215,715.

    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 122,015 shares
    Change vs previous 13F -5,030 shares

    1.13% of the 13F portfolio, value $15,436,140.

    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 127,045 shares
    Change vs previous 13F -848 shares

    1.29% of the 13F portfolio, value $16,249,079.

    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 127,893 shares
    Change vs previous 13F +935 shares

    1.2% of the 13F portfolio, value $16,908,734.

    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 126,958 shares
    Change vs previous 13F not available

    1.37% of the 13F portfolio, value $18,485,085.

    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).