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TRED AVON FAMILY WEALTH, LLC: DHR position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of TRED AVON FAMILY WEALTH, LLC on DHR, newest first. How the timeline and the estimate are built.

TRED AVON FAMILY WEALTH, LLC held 6,723 DHR shares at 2026-06-30 per its 13F-HR filed 2026-08-10.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 6,723 shares
    Change vs previous 13F -971 shares

    0.39% of the 13F portfolio, value $1,280,597.

    13F-HR 0002094435-26-000003 filed by TRED AVON FAMILY WEALTH, LLC
    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 7,694 shares
    Change vs previous 13F +585 shares

    0.48% of the 13F portfolio, value $1,458,782.

    13F-HR 0002094435-26-000002 filed by TRED AVON FAMILY WEALTH, LLC
    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 7,109 shares
    Change vs previous 13F +1,662 shares

    0.53% of the 13F portfolio, value $1,627,392.

    13F-HR 0002094435-26-000001 filed by TRED AVON FAMILY WEALTH, LLC
    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 5,447 shares
    Change vs previous 13F not available

    0.37% of the 13F portfolio, value $1,079,922.

    13F-HR 0002094435-25-000001 filed by TRED AVON FAMILY WEALTH, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).