Back to SHBI
TRED AVON FAMILY WEALTH, LLC → SHBI
TRED AVON FAMILY WEALTH, LLC SHBI Position History
Shore Bancshares, Inc. • Financial Services
Quarters held
5
Latest value
$1.4M
Q3 2026
Peak value
$1.4M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $1M |
| Q4 2025 | $1.1M |
| Q1 2026 | $1.2M |
| Q2 2026 | $1.4M |
| Q3 2026 | $1.4M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $1.4M | 61.8K | — | — |
| Q2 2026 | $1.4M | 62.2K | — | — |
| Q1 2026 | $1.2M | 62.2K | — | — |
| Q4 2025 | $1.1M | 62.2K | — | — |
| Q3 2025 | $1M | 62.6K | — | — |
Other funds holding SHBI
$27.7M
$26.8M
$25.9M
$23.6M
$23.6M
$22.2M