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Disclosery

Avalon Investment & Advisory: ARE position timeline

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

Avalon Investment & Advisory held 127,678 ARE 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 127,678 shares
    Change vs previous 13F +9,700 shares

    0.44% of the 13F portfolio, value $16,035,049.

    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 117,978 shares
    Change vs previous 13F +14,569 shares

    0.49% of the 13F portfolio, value $17,186,000.

    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 103,409 shares
    Change vs previous 13F +2,125 shares

    0.45% of the 13F portfolio, value $14,497,000.

    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 101,284 shares
    Change vs previous 13F +98,226 shares

    0.41% of the 13F portfolio, value $14,689,000.

    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 3,058 shares
    Change vs previous 13F -45 shares

    0.01% of the 13F portfolio, value $615,000.

    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 3,103 shares
    Change vs previous 13F -420 shares

    0.02% of the 13F portfolio, value $692,000.

    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 3,523 shares
    Change vs previous 13F +59 shares

    0.02% of the 13F portfolio, value $673,000.

    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 3,464 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $630,000.

    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).