Position in OSCR
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$132,133
+$78,993 QoQ
Shares Held
4,633
0.0% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#307
of 401 holders
Holding Since
Mar 2024
10 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in OSCR Over Time
Shares Held
Position Value (USD)
Position in Healthcare Plans
Healthcare · as of Jun 30, 2026Avalon Trust Co holds $556,219 across 4 Healthcare Plans names. OSCR ranks #2 (23.8% of the industry book) .
All Filings in OSCR
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10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $132,133 | 4,633 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $53,140 | 4,633 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $66,576 | 4,633 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $87,702 | 4,633 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $99,331 | 4,633 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $60,738 | 4,633 | Shares | Sole | 2025-05-09 | |
| 2024-12-31 | $62,267 | 4,633 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $98,265 | 4,633 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $73,294 | 4,633 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $68,892 | 4,633 | Shares | Sole | 2024-05-07 | |
| No filing history on record for this holder in this stock. | ||||||