Current Market Value 202,985,978
Current Holdings 207
Most Recent File Date 2025-07-30
Total Filings on Record 7
SEC Form 13F Filing History

This page shows a list of all the recent 13F filings made by Advantage Trust Co . Form 13F is required to be filed within 45 days of the end of a calendar quarter. The Form 13F report requires disclosure of the manager that files the report, the name and class of the security, the CUSIP number, the number of shares as of the end of the calendar quarter for which the report is filed, and the total market value. The market value column should not be used as a substitute for Assets Under Management (AUM), as it does not include cash held in accounts.

Upgrade to unlock premium data.

File Date Reporting Period Form Amendment Holdings Reported Value
($1000)
2025-07-30 2025-06-30 13F-HR 207 202,986
2025-05-07 2025-03-31 13F-HR 151 165,009
2025-02-03 2024-12-31 13F-HR 190 170,013
2024-11-04 2024-09-30 13F-HR 147 147,271
2024-08-09 2024-06-30 13F-HR 170 139,268
2024-05-07 2024-03-31 13F-HR 171 135,618
2024-02-07 2023-12-31 13F-HR 178 126,940