Skip to content

Avalon Trust Co: VLTO position timeline

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

Avalon Trust Co held 143,338 VLTO 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 143,338 shares
    Change vs previous 13F +240 shares

    0.78% of the 13F portfolio, value $12,711,214.

    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 143,098 shares
    Change vs previous 13F +2,834 shares

    0.87% of the 13F portfolio, value $12,652,726.

    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 140,264 shares
    Change vs previous 13F +3,552 shares

    0.91% of the 13F portfolio, value $13,995,542.

    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 136,712 shares
    Change vs previous 13F -164 shares

    0.95% of the 13F portfolio, value $14,574,867.

    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 136,876 shares
    Change vs previous 13F +5,033 shares

    1.01% of the 13F portfolio, value $13,817,633.

    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 131,843 shares
    Change vs previous 13F +511 shares

    1.02% of the 13F portfolio, value $12,848,101.

    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 131,332 shares
    Change vs previous 13F -132 shares

    0.95% of the 13F portfolio, value $13,376,165.

    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 131,464 shares
    Change vs previous 13F not available

    1.09% of the 13F portfolio, value $14,705,564.

    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).