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Avalon Investment & Advisory: AAPL position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Avalon Investment & Advisory on AAPL, newest first. How the timeline and the estimate are built.

Avalon Investment & Advisory held 677,724 AAPL shares at 2023-03-31 per its 13F-HR filed 2023-05-15.

the latest 13F is the newest step

  1. period ended2023-03-31
    13F 677,724 shares
    Change vs previous 13F +70,202 shares

    3.06% of the 13F portfolio, value $111,756,739.

    13F-HR 0001221362-23-000004 filed by Avalon Investment & Advisory
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2022-12-31
    13F 607,522 shares
    Change vs previous 13F -28,321 shares

    2.25% of the 13F portfolio, value $78,935,000.

    13F-HR 0001221362-23-000002 filed by Avalon Investment & Advisory
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2022-09-30
    13F 635,843 shares
    Change vs previous 13F -79,657 shares

    2.72% of the 13F portfolio, value $87,874,000.

    13F-HR 0001221362-22-000004 filed by Avalon Investment & Advisory
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2022-06-30
    13F 715,500 shares
    Change vs previous 13F -85,605 shares

    2.76% of the 13F portfolio, value $97,823,000.

    13F-HR 0001221362-22-000003 filed by Avalon Investment & Advisory
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2022-03-31
    13F 801,105 shares
    Change vs previous 13F +93,525 shares

    3.38% of the 13F portfolio, value $139,881,000.

    13F-HR 0001221362-22-000002 filed by Avalon Investment & Advisory
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2021-12-31
    13F 707,580 shares
    Change vs previous 13F -136,484 shares

    3.1% of the 13F portfolio, value $125,645,000.

    13F-HR 0001420506-22-000430 filed by Avalon Investment & Advisory
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2021-09-30
    13F 844,064 shares
    Change vs previous 13F +16,401 shares

    2.77% of the 13F portfolio, value $119,435,000.

    13F-HR 0001171520-21-000475 filed by Avalon Investment & Advisory
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2021-06-30
    13F 827,663 shares
    Change vs previous 13F not available

    2.51% of the 13F portfolio, value $113,357,000.

    13F-HR 0001221362-21-000008 filed by Avalon Investment & Advisory
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).