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Avalon Trust Co: RMD position timeline

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

Avalon Trust Co held 87,722 RMD 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 87,722 shares
    Change vs previous 13F -7,295 shares

    1.05% of the 13F portfolio, value $17,095,264.

    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 95,017 shares
    Change vs previous 13F +2,553 shares

    1.47% of the 13F portfolio, value $21,329,417.

    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 92,464 shares
    Change vs previous 13F +834 shares

    1.44% of the 13F portfolio, value $22,271,804.

    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 91,630 shares
    Change vs previous 13F -578 shares

    1.63% of the 13F portfolio, value $25,081,880.

    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 92,208 shares
    Change vs previous 13F -3,577 shares

    1.74% of the 13F portfolio, value $23,789,664.

    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 95,785 shares
    Change vs previous 13F +1,685 shares

    1.71% of the 13F portfolio, value $21,441,473.

    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 94,100 shares
    Change vs previous 13F -465 shares

    1.53% of the 13F portfolio, value $21,519,729.

    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 94,565 shares
    Change vs previous 13F not available

    1.71% of the 13F portfolio, value $23,085,208.

    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).