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Disclosery

Avalon Investment & Advisory: AVGO position timeline

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

Avalon Investment & Advisory held 51,266 AVGO 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 51,266 shares
    Change vs previous 13F -1,563 shares

    0.9% of the 13F portfolio, value $32,889,429.

    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 52,829 shares
    Change vs previous 13F +408 shares

    0.84% of the 13F portfolio, value $29,538,000.

    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 52,421 shares
    Change vs previous 13F -574 shares

    0.72% of the 13F portfolio, value $23,276,000.

    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 52,995 shares
    Change vs previous 13F -41 shares

    0.73% of the 13F portfolio, value $25,745,000.

    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 53,036 shares
    Change vs previous 13F -532 shares

    0.81% of the 13F portfolio, value $33,396,000.

    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 53,568 shares
    Change vs previous 13F -11,836 shares

    0.88% of the 13F portfolio, value $35,645,000.

    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 65,404 shares
    Change vs previous 13F -5,587 shares

    0.73% of the 13F portfolio, value $31,716,000.

    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 70,991 shares
    Change vs previous 13F not available

    0.75% of the 13F portfolio, value $33,851,000.

    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).