Avalon Trust Co

SEC CIK: 0001798150
Latest filing: Aug 6, 2026

SEC filings (opens in a new tab)

SMA holding history

SmartStop Self Storage REIT, Inc. 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.

SMA overview All 13F holders of SMA Full Q2 2026 holdings

Shares (Q2 2026): 1,100
Value: $35.8K
% of portfolio: <0.1%
Quarters held: 4; Since Q3 2025

Holdings of SMA by Avalon Trust Co, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2026	1,100	$35.8K	<0.1%	00.0%	Unchanged	Holders
Q1 2026	1,100	$33.3K	<0.1%	00.0%	Unchanged	Holders
Q4 2025	1,100	$34.0K	<0.1%	+43+4.1%	Added	Holders
Q3 2025	1,057	$39.8K	<0.1%	+1,057	New	Holders