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Disclosery

Avalon Investment & Advisory: BRK-B position timeline

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

Avalon Investment & Advisory held 223,023 BRK-B 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 223,023 shares
    Change vs previous 13F +49,179 shares

    1.89% of the 13F portfolio, value $68,862,812.

    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 173,844 shares
    Change vs previous 13F +4,641 shares

    1.53% of the 13F portfolio, value $53,700,000.

    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 169,203 shares
    Change vs previous 13F -4,238 shares

    1.4% of the 13F portfolio, value $45,181,000.

    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 173,441 shares
    Change vs previous 13F +2,766 shares

    1.34% of the 13F portfolio, value $47,353,000.

    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 170,675 shares
    Change vs previous 13F -1,958 shares

    1.46% of the 13F portfolio, value $60,233,000.

    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 172,633 shares
    Change vs previous 13F -11,662 shares

    1.27% of the 13F portfolio, value $51,617,000.

    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 184,295 shares
    Change vs previous 13F -5,245 shares

    1.17% of the 13F portfolio, value $50,301,000.

    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 189,540 shares
    Change vs previous 13F not available

    1.17% of the 13F portfolio, value $52,677,000.

    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).