Skip to content
Disclosery

Avalon Investment & Advisory: AGG position timeline

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

Avalon Investment & Advisory held 25,215 AGG 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 25,215 shares
    Change vs previous 13F +180 shares

    0.07% of the 13F portfolio, value $2,512,456.

    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 25,035 shares
    Change vs previous 13F +7,968 shares

    0.07% of the 13F portfolio, value $2,428,000.

    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 17,067 shares
    Change vs previous 13F +1,052 shares

    0.05% of the 13F portfolio, value $1,644,000.

    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 16,015 shares
    Change vs previous 13F -446 shares

    0.05% of the 13F portfolio, value $1,628,000.

    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 16,461 shares
    Change vs previous 13F -1,280 shares

    0.04% of the 13F portfolio, value $1,763,000.

    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 17,741 shares
    Change vs previous 13F -2,708 shares

    0.05% of the 13F portfolio, value $2,024,000.

    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 20,449 shares
    Change vs previous 13F +4,255 shares

    0.05% of the 13F portfolio, value $2,348,000.

    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 16,194 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $1,868,000.

    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).