Skip to content
Disclosery

Avalon Investment & Advisory: ADUS position timeline

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

Avalon Investment & Advisory held 35,335 ADUS 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 35,335 shares
    Change vs previous 13F -1,328 shares

    0.1% of the 13F portfolio, value $3,772,365.

    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 36,663 shares
    Change vs previous 13F -313 shares

    0.1% of the 13F portfolio, value $3,648,000.

    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 36,976 shares
    Change vs previous 13F -2,398 shares

    0.11% of the 13F portfolio, value $3,522,000.

    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 39,374 shares
    Change vs previous 13F -1,162 shares

    0.09% of the 13F portfolio, value $3,279,000.

    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 40,536 shares
    Change vs previous 13F +40,536 shares

    0.09% of the 13F portfolio, value $3,782,000.

    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 ended2021-06-30
    13F 0 shares
    Change vs previous 13F not available

    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).

    Exited: the 13F for this period no longer lists the position.