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Avalon Trust Co

Bank

Position in OPRX — OptimizeRx Corp

CIK 1798150 SANTA FE, NM

Position in OPRX

as of Jun 30, 2026 · filed Aug 6, 2026
Position Value
$11,440
-$1,120 QoQ
Shares Held
2,000
0.0% QoQ
Ownership
0.011%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#76
of 112 holders
Holding Since
Mar 2023
14 quarters on record
Voting authority Sole 0% Shared 0% None 100%

Common Shares in OPRX Over Time

Shares Held

Position Value (USD)

Position in Health Information Services

Healthcare · as of Jun 30, 2026

Avalon Trust Co holds $24,149 across 3 Health Information Services names. OPRX ranks #1 (47.4% of the industry book) .

# Ticker Company Shares Value (USD) Open
1 OPRX
OptimizeRx Corp
This page
2,000 $11,440

All Filings in OPRX

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14 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $11,440 2,000
2026-03-31 $12,560 2,000
2025-12-31 $24,520 2,000
2025-09-30 $41,000 2,000
2025-06-30 $27,000 2,000
2025-03-31 $17,320 2,000
2024-12-31 $9,720 2,000
2024-09-30 $15,440 2,000
2024-06-30 $20,000 2,000
2024-03-31 $24,300 2,000
2023-12-31 $28,620 2,000
2023-09-30 $15,560 2,000
2023-06-30 $28,580 2,000
2023-03-31 $29,260 2,000