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Advisors Inner Circle Fd Iii shares owned by Tred Avon Family Wealth

Quarter-by-quarter ownership of Advisors Inner Circle Fd Iii (BASV) shares owned by Tred Avon Family Wealth from 13F filings

Historical chart of Tred Avon Family Wealth investment in Advisors Inner Circle Fd Iii

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All positions including Advisors Inner Circle Fd Iii held by Tred Avon Family Wealth consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Advisors Inner Circle Fd Iii by Tred Avon Family Wealth

Quarter filed Position value Share count Share price at filing
2025-12-31 $274k 9.8k 27.77

More positions owned by Tred Avon Family Wealth

Bank of America Corporation (BAC)
Microsoft Corporation (MSFT)
Ishares Tr Core S&p500 Etf (IVV)
Apple (AAPL)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Amazon (AMZN)
Alphabet Cap Stk Cl C (GOOG)
Johnson & Johnson (JNJ)
NVIDIA Corporation (NVDA)
JPMorgan Chase & Co. (JPM)
Vanguard Index Fds Total Stk Mkt (VTI)
Broadcom (AVGO)
Eli Lilly & Co. (LLY)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Golub Capital BDC (GBDC)

View all positions for Tred Avon Family Wealth

Top funds holding Advisors Inner Circle Fd Iii

Brown Advisory Holdings Incorporated
Tred Avon Family Wealth

View all funds holding Advisors Inner Circle Fd Iii