Skip to content
Disclosery

Avalon Investment & Advisory: BHP position timeline

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

Avalon Investment & Advisory held 261,992 BHP 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 261,992 shares
    Change vs previous 13F -5,208 shares

    0.45% of the 13F portfolio, value $16,612,906.

    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 267,200 shares
    Change vs previous 13F -2,431 shares

    0.47% of the 13F portfolio, value $16,580,000.

    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 269,631 shares
    Change vs previous 13F +1,594 shares

    0.42% of the 13F portfolio, value $13,492,000.

    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 268,037 shares
    Change vs previous 13F -6,780 shares

    0.42% of the 13F portfolio, value $15,058,000.

    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 274,817 shares
    Change vs previous 13F +267,629 shares

    0.51% of the 13F portfolio, value $21,230,000.

    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 7,188 shares
    Change vs previous 13F -423 shares

    0.01% of the 13F portfolio, value $434,000.

    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 7,611 shares
    Change vs previous 13F -403 shares

    0.01% of the 13F portfolio, value $407,000.

    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 8,014 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $584,000.

    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).