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Disclosery

Avalon Trust Co: SPY position timeline

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

Avalon Trust Co held 6,530 SPY 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 6,530 shares
    Change vs previous 13F -150 shares

    0.3% of the 13F portfolio, value $4,876,226.

    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 6,680 shares
    Change vs previous 13F -16 shares

    0.3% of the 13F portfolio, value $4,344,112.

    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 6,696 shares
    Change vs previous 13F -567 shares

    0.3% of the 13F portfolio, value $4,565,970.

    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 7,263 shares
    Change vs previous 13F -424 shares

    0.31% of the 13F portfolio, value $4,838,303.

    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 7,687 shares
    Change vs previous 13F +817 shares

    0.35% of the 13F portfolio, value $4,749,262.

    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 6,870 shares
    Change vs previous 13F -680 shares

    0.31% of the 13F portfolio, value $3,842,873.

    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 7,550 shares
    Change vs previous 13F -130 shares

    0.31% of the 13F portfolio, value $4,424,761.

    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 7,680 shares
    Change vs previous 13F not available

    0.33% of the 13F portfolio, value $4,406,337.

    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).