Skip to content
Disclosery

TRED AVON FAMILY WEALTH, LLC: IX position timeline

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

TRED AVON FAMILY WEALTH, LLC held 24,015 IX 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 24,015 shares
    Change vs previous 13F -1,175 shares

    0.28% of the 13F portfolio, value $913,531.

    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 25,190 shares
    Change vs previous 13F -3,720 shares

    0.25% of the 13F portfolio, value $755,448.

    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 28,910 shares
    Change vs previous 13F -1,075 shares

    0.27% of the 13F portfolio, value $844,750.

    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 29,985 shares
    Change vs previous 13F not available

    0.27% of the 13F portfolio, value $783,208.

    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).