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Disclosery

Avalon Investment & Advisory: BAM position timeline

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

Avalon Investment & Advisory held 238,194 BAM 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 238,194 shares
    Change vs previous 13F -6,121 shares

    0.21% of the 13F portfolio, value $7,793,693.

    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 244,315 shares
    Change vs previous 13F not available

    0.2% of the 13F portfolio, value $7,005,000.

    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).