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Disclosery

Avalon Trust Co: USFD position timeline

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

Avalon Trust Co held 236,090 USFD 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 236,090 shares
    Change vs previous 13F -1,200 shares

    1.49% of the 13F portfolio, value $24,140,203.

    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 237,290 shares
    Change vs previous 13F +94,359 shares

    1.51% of the 13F portfolio, value $21,880,511.

    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 142,931 shares
    Change vs previous 13F +1,256 shares

    0.7% of the 13F portfolio, value $10,765,563.

    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 141,675 shares
    Change vs previous 13F +1,250 shares

    0.7% of the 13F portfolio, value $10,855,139.

    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 140,425 shares
    Change vs previous 13F +1,125 shares

    0.79% of the 13F portfolio, value $10,814,130.

    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 139,300 shares
    Change vs previous 13F +139,150 shares

    0.73% of the 13F portfolio, value $9,118,578.

    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 150 shares
    Change vs previous 13F 0 shares

    <0.01% of the 13F portfolio, value $10,119.

    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 150 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $9,225.

    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).