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Disclosery

Avalon Trust Co: XLV position timeline

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

Avalon Trust Co held 17,383 XLV 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 17,383 shares
    Change vs previous 13F 0 shares

    0.17% of the 13F portfolio, value $2,757,987.

    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 17,383 shares
    Change vs previous 13F +310 shares

    0.18% of the 13F portfolio, value $2,548,522.

    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 17,073 shares
    Change vs previous 13F 0 shares

    0.17% of the 13F portfolio, value $2,642,901.

    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 17,073 shares
    Change vs previous 13F +1,073 shares

    0.15% of the 13F portfolio, value $2,376,050.

    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 16,000 shares
    Change vs previous 13F -695 shares

    0.16% of the 13F portfolio, value $2,156,640.

    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 16,695 shares
    Change vs previous 13F +34 shares

    0.19% of the 13F portfolio, value $2,437,637.

    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 16,661 shares
    Change vs previous 13F -32 shares

    0.16% of the 13F portfolio, value $2,292,054.

    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 16,693 shares
    Change vs previous 13F not available

    0.19% of the 13F portfolio, value $2,571,056.

    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).