Skip to content
Disclosery

Avalon Trust Co: XLY position timeline

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

Avalon Trust Co held 770 XLY 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 770 shares
    Change vs previous 13F -1,190 shares

    0.01% of the 13F portfolio, value $90,306.

    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 1,960 shares
    Change vs previous 13F +770 shares

    0.01% of the 13F portfolio, value $213,601.

    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 1,190 shares
    Change vs previous 13F +509 shares

    0.01% of the 13F portfolio, value $142,098.

    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 681 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $163,195.

    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).