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Avalon Trust Co

SEC CIK
0001798150
Latest filing
Aug 6, 2026

OPRX holding history

OptimizeRx 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.

OPRX overviewAll 13F holders of OPRXFull Q2 2026 holdings

Shares (Q2 2026)
2,000
Value
$11.4K
% of portfolio
<0.1%
Quarters held
14
Since Q1 2023
Holdings of OPRX by Avalon Trust Co, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20262,000$11.4K<0.1%00.0%UnchangedHolders
Q1 20262,000$12.6K<0.1%00.0%UnchangedHolders
Q4 20252,000$24.5K<0.1%00.0%UnchangedHolders
Q3 20252,000$41.0K<0.1%00.0%UnchangedHolders
Q2 20252,000$27.0K<0.1%00.0%UnchangedHolders
Q1 20252,000$17.3K<0.1%00.0%UnchangedHolders
Q4 20242,000$9.72K<0.1%00.0%UnchangedHolders
Q3 20242,000$15.4K<0.1%00.0%UnchangedHolders
Q2 20242,000$20.0K<0.1%00.0%UnchangedHolders
Q1 20242,000$24.3K<0.1%00.0%UnchangedHolders
Q4 20232,000$28.6K<0.1%00.0%UnchangedHolders
Q3 20232,000$15.6K<0.1%00.0%UnchangedHolders
Q2 20232,000$28.6K<0.1%00.0%UnchangedHolders
Q1 20232,000$29.3K<0.1%–No prior filingHolders