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Disclosery

Avalon Investment & Advisory: AXP position timeline

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

Avalon Investment & Advisory held 85,091 AXP 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 85,091 shares
    Change vs previous 13F -2,585 shares

    0.38% of the 13F portfolio, value $14,035,809.

    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 87,676 shares
    Change vs previous 13F -87,188 shares

    0.37% of the 13F portfolio, value $12,954,000.

    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 174,864 shares
    Change vs previous 13F -4,010 shares

    0.73% of the 13F portfolio, value $23,591,000.

    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 178,874 shares
    Change vs previous 13F -2,396 shares

    0.7% of the 13F portfolio, value $24,795,000.

    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 181,270 shares
    Change vs previous 13F +8,296 shares

    0.82% of the 13F portfolio, value $33,897,000.

    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 172,974 shares
    Change vs previous 13F -19,156 shares

    0.7% of the 13F portfolio, value $28,299,000.

    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 192,130 shares
    Change vs previous 13F -24 shares

    0.75% of the 13F portfolio, value $32,187,000.

    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 192,154 shares
    Change vs previous 13F not available

    0.7% of the 13F portfolio, value $31,750,000.

    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).