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Disclosery

Avalon Investment & Advisory: AWK position timeline

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

Avalon Investment & Advisory held 4,904 AWK 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 4,904 shares
    Change vs previous 13F -715 shares

    0.02% of the 13F portfolio, value $718,439.

    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 5,619 shares
    Change vs previous 13F +995 shares

    0.02% of the 13F portfolio, value $856,000.

    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 4,624 shares
    Change vs previous 13F -119 shares

    0.02% of the 13F portfolio, value $602,000.

    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 4,743 shares
    Change vs previous 13F +2,157 shares

    0.02% of the 13F portfolio, value $706,000.

    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 2,586 shares
    Change vs previous 13F -39 shares

    0.01% of the 13F portfolio, value $428,000.

    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 2,625 shares
    Change vs previous 13F -346 shares

    0.01% of the 13F portfolio, value $496,000.

    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 2,971 shares
    Change vs previous 13F +39 shares

    0.01% of the 13F portfolio, value $502,000.

    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 2,932 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $452,000.

    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).