Position in DD
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$248,628
-$3,638 QoQ
Shares Held
1,833
-0.2% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.09%
of 13F equity value
Holder Rank
#668
of 1,025 holders
Holding Since
Sep 2025
4 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in DD Over Time
Shares Held
Position Value (USD)
Position in Specialty Chemicals
Basic Materials · as of Jun 30, 2026TRED AVON FAMILY WEALTH, LLC holds $2,073,153 across 4 Specialty Chemicals names. DD ranks #3 (12.0% of the industry book) .
All Filings in DD
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4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $248,628 | 1,833 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $252,266 | 5,508 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $221,059 | 5,499 | Shares | Sole | 2026-01-27 | |
| 2025-09-30 | $428,371 | 5,499 | Shares | Sole | 2025-10-29 | |
| No filing history on record for this holder in this stock. | ||||||