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Disclosery

Avalon Investment & Advisory: ACN position timeline

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

Avalon Investment & Advisory held 171,947 ACN 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 171,947 shares
    Change vs previous 13F -3,386 shares

    1.35% of the 13F portfolio, value $49,144,116.

    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 175,333 shares
    Change vs previous 13F -655 shares

    1.33% of the 13F portfolio, value $46,786,000.

    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 175,988 shares
    Change vs previous 13F -5,687 shares

    1.4% of the 13F portfolio, value $45,282,000.

    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 181,675 shares
    Change vs previous 13F +3,346 shares

    1.42% of the 13F portfolio, value $50,442,000.

    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 178,329 shares
    Change vs previous 13F +2,000 shares

    1.45% of the 13F portfolio, value $60,138,000.

    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 176,329 shares
    Change vs previous 13F -13,015 shares

    1.8% of the 13F portfolio, value $73,097,000.

    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 189,344 shares
    Change vs previous 13F -2,044 shares

    1.4% of the 13F portfolio, value $60,575,000.

    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 191,388 shares
    Change vs previous 13F not available

    1.25% of the 13F portfolio, value $56,419,000.

    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).