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Disclosery

Avalon Investment & Advisory: CHRD position timeline

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

Avalon Investment & Advisory held 51,622 CHRD 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 51,622 shares
    Change vs previous 13F -17,884 shares

    0.19% of the 13F portfolio, value $6,948,270.

    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 69,506 shares
    Change vs previous 13F -5,969 shares

    0.27% of the 13F portfolio, value $9,509,000.

    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 75,475 shares
    Change vs previous 13F -4,510 shares

    0.32% of the 13F portfolio, value $10,323,000.

    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 79,985 shares
    Change vs previous 13F -2,987 shares

    0.27% of the 13F portfolio, value $9,730,000.

    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 82,972 shares
    Change vs previous 13F +8,602 shares

    0.29% of the 13F portfolio, value $12,139,000.

    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 74,370 shares
    Change vs previous 13F +33,941 shares

    0.23% of the 13F portfolio, value $9,370,000.

    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 40,429 shares
    Change vs previous 13F not available

    0.09% of the 13F portfolio, value $4,019,000.

    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).