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TRED AVON FAMILY WEALTH, LLC: UL position timeline

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

TRED AVON FAMILY WEALTH, LLC held 18,078 UL 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 18,078 shares
    Change vs previous 13F +4,690 shares

    0.33% of the 13F portfolio, value $1,086,849.

    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 13,388 shares
    Change vs previous 13F -196 shares

    0.25% of the 13F portfolio, value $762,714.

    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 13,584 shares
    Change vs previous 13F not available

    0.29% of the 13F portfolio, value $888,408.

    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).