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Avalon Investment & Advisory: AMP position timeline

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

Avalon Investment & Advisory held 2,967 AMP 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 2,967 shares
    Change vs previous 13F -1,352 shares

    0.02% of the 13F portfolio, value $909,533.

    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 4,319 shares
    Change vs previous 13F -39 shares

    0.04% of the 13F portfolio, value $1,345,000.

    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 4,358 shares
    Change vs previous 13F -119 shares

    0.03% of the 13F portfolio, value $1,098,000.

    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 4,477 shares
    Change vs previous 13F +285 shares

    0.03% of the 13F portfolio, value $1,064,000.

    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 4,192 shares
    Change vs previous 13F -2,122 shares

    0.03% of the 13F portfolio, value $1,259,000.

    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 6,314 shares
    Change vs previous 13F -1,525 shares

    0.05% of the 13F portfolio, value $1,905,000.

    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 7,839 shares
    Change vs previous 13F -1,011 shares

    0.05% of the 13F portfolio, value $2,070,000.

    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 8,850 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $2,203,000.

    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).