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Avalon Trust Co

SEC CIK
0001798150
Latest filing
Aug 6, 2026

IVT holding history

InvenTrust Properties Corp. in every 13F filed by Avalon Trust Co, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

IVT overviewAll 13F holders of IVTFull Q2 2026 holdings

Shares (Q2 2026)
2,400
Value
$85.0K
% of portfolio
<0.1%
Quarters held
5
Since Q1 2025
Holdings of IVT by Avalon Trust Co, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20262,400$85.0K<0.1%+205+9.3%AddedHolders
Q1 20262,195$66.9K<0.1%00.0%UnchangedHolders
Q4 20252,195$61.9K<0.1%+695+46.3%AddedHolders
Q3 20251,500$42.9K<0.1%+1,500NewHolders
Q2 20250$00.0%−1,230−100.0%Sold outHolders
Q1 20251,230$36.1K<0.1%+1,230NewHolders