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TRED AVON FAMILY WEALTH, LLC: MAR position timeline

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

TRED AVON FAMILY WEALTH, LLC held 2,145 MAR 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 2,145 shares
    Change vs previous 13F -418 shares

    0.24% of the 13F portfolio, value $794,854.

    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 2,563 shares
    Change vs previous 13F -31 shares

    0.28% of the 13F portfolio, value $838,206.

    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 2,594 shares
    Change vs previous 13F +167 shares

    0.26% of the 13F portfolio, value $804,666.

    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 2,427 shares
    Change vs previous 13F not available

    0.22% of the 13F portfolio, value $631,984.

    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).