Skip to content
Disclosery

Avalon Investment & Advisory: CALM position timeline

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

Avalon Investment & Advisory held 810,594 CALM 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 810,594 shares
    Change vs previous 13F -21,564 shares

    1.35% of the 13F portfolio, value $49,357,097.

    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 832,158 shares
    Change vs previous 13F -3,543 shares

    1.29% of the 13F portfolio, value $45,311,000.

    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 835,701 shares
    Change vs previous 13F -390,048 shares

    1.44% of the 13F portfolio, value $46,457,000.

    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 1,225,749 shares
    Change vs previous 13F +10,614 shares

    1.71% of the 13F portfolio, value $60,564,000.

    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 1,215,135 shares
    Change vs previous 13F +10,792 shares

    1.62% of the 13F portfolio, value $67,100,000.

    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 1,204,343 shares
    Change vs previous 13F -81,312 shares

    1.1% of the 13F portfolio, value $44,549,000.

    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 1,285,655 shares
    Change vs previous 13F +165,451 shares

    1.08% of the 13F portfolio, value $46,489,000.

    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 1,120,204 shares
    Change vs previous 13F not available

    0.9% of the 13F portfolio, value $40,563,000.

    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).