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Disclosery

Avalon Investment & Advisory: CCI position timeline

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

Avalon Investment & Advisory held 127,837 CCI 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 127,837 shares
    Change vs previous 13F -1,271 shares

    0.47% of the 13F portfolio, value $17,109,699.

    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 129,108 shares
    Change vs previous 13F +6,644 shares

    0.5% of the 13F portfolio, value $17,512,000.

    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 122,464 shares
    Change vs previous 13F +636 shares

    0.55% of the 13F portfolio, value $17,702,000.

    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 121,828 shares
    Change vs previous 13F -11,414 shares

    0.58% of the 13F portfolio, value $20,513,000.

    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 133,242 shares
    Change vs previous 13F +27,445 shares

    0.59% of the 13F portfolio, value $24,596,000.

    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 105,797 shares
    Change vs previous 13F -23,342 shares

    0.54% of the 13F portfolio, value $22,084,000.

    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 129,139 shares
    Change vs previous 13F -10,864 shares

    0.52% of the 13F portfolio, value $22,382,000.

    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 140,003 shares
    Change vs previous 13F not available

    0.61% of the 13F portfolio, value $27,315,000.

    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).