BIPC β€” BROOKFIELD INFRASTRUCTURE CO

Ownership history in Avalon Trust Co  Β·  5 quarters on record

AI Ownership Summary

Avalon Trust Co reported BROOKFIELD INFRASTRUCTURE CO (BIPC) in 5 quarterly 13F filings from 2024 Q4 through 2025 Q4. Peak portfolio weight reached 0.59% in 2025 Q2. The latest visible filing shows BIPC at 0.56% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this BIPC ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Avalon Trust Co's position in BROOKFIELD INFRASTRUCTURE CO, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q4

BIPC was reported at 0.56% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.59% in 2025 Q2

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q4 to 2025 Q4

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How Avalon Trust Co held BIPC β€” position size vs. price
% of Fund (quarterly)    BIPC price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 5 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 REDUCED 192,004 -1,165 -0.6% 0.56% $8.7M 2026-02-14 (Est.) $49.11
2025 Q3 REDUCED 193,169 -1,425 -0.7% 0.52% $7.9M 2025-11-10 $43.83
2025 Q2 REDUCED 194,594 -1,241 -0.6% 0.59% $8.1M 2025-08-08 $38.61
2025 Q1 ADDED 195,835 +3,463 +1.8% 0.56% $7.1M 2025-05-09 $37.31
2024 Q4 INITIATED 192,372 β€” β€” 0.55% $7.7M 2025-02-10 $39.08

FAQ About Avalon Trust Co and BIPC

These are the practical questions this page is built to answer before you even open the full history table.

How long has Avalon Trust Co reported owning BIPC?

Avalon Trust Co reported BIPC across 5 quarterly 13F filings, from 2024 Q4 through 2025 Q4.

What was the largest reported BIPC position in Avalon Trust Co's portfolio?

The largest reported portfolio weight for BIPC was 0.59% in 2025 Q2.

What is the latest reported BIPC position on this page?

The most recent filing on this page is 2025 Q4, when Avalon Trust Co reported 192,004 shares, equal to 0.56% of portfolio, with an estimated market value of $8.7M.

What does the chart on this BIPC ownership page compare?

The chart compares Avalon Trust Co's quarterly BIPC portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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