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Disclosery

Avalon Investment & Advisory: CB position timeline

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

Avalon Investment & Advisory held 73,078 CB 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 73,078 shares
    Change vs previous 13F -3,024 shares

    0.39% of the 13F portfolio, value $14,190,209.

    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 76,102 shares
    Change vs previous 13F +63,015 shares

    0.48% of the 13F portfolio, value $16,788,000.

    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 13,087 shares
    Change vs previous 13F -181 shares

    0.07% of the 13F portfolio, value $2,380,000.

    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 13,268 shares
    Change vs previous 13F +403 shares

    0.07% of the 13F portfolio, value $2,608,000.

    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 12,865 shares
    Change vs previous 13F +5,782 shares

    0.07% of the 13F portfolio, value $2,752,000.

    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 7,083 shares
    Change vs previous 13F -6,262 shares

    0.03% of the 13F portfolio, value $1,369,000.

    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 13,345 shares
    Change vs previous 13F -1,286 shares

    0.05% of the 13F portfolio, value $2,315,000.

    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 14,631 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $2,325,000.

    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).