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Disclosery

Avalon Trust Co: IYW position timeline

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

Avalon Trust Co held 3,396 IYW 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 3,396 shares
    Change vs previous 13F 0 shares

    0.05% of the 13F portfolio, value $856,574.

    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 3,396 shares
    Change vs previous 13F +1,336 shares

    0.04% of the 13F portfolio, value $616,103.

    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 2,060 shares
    Change vs previous 13F -426 shares

    0.03% of the 13F portfolio, value $411,341.

    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 2,486 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $486,908.

    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).