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Disclosery

Avalon Investment & Advisory: BUR position timeline

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

Avalon Investment & Advisory held 504,620 BUR 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 504,620 shares
    Change vs previous 13F +75,773 shares

    0.15% of the 13F portfolio, value $5,581,096.

    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 428,847 shares
    Change vs previous 13F -27,234 shares

    0.1% of the 13F portfolio, value $3,495,000.

    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 456,081 shares
    Change vs previous 13F -29,962 shares

    0.11% of the 13F portfolio, value $3,421,000.

    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 486,043 shares
    Change vs previous 13F -15,340 shares

    0.14% of the 13F portfolio, value $4,904,000.

    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 501,383 shares
    Change vs previous 13F +214,828 shares

    0.11% of the 13F portfolio, value $4,608,000.

    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 286,555 shares
    Change vs previous 13F +86,787 shares

    0.07% of the 13F portfolio, value $3,026,000.

    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 199,768 shares
    Change vs previous 13F +5,160 shares

    0.05% of the 13F portfolio, value $2,195,000.

    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 194,608 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $2,022,000.

    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).