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Disclosery

Avalon Investment & Advisory: CMA position timeline

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

Avalon Investment & Advisory held 12,677 CMA 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 12,677 shares
    Change vs previous 13F -92 shares

    0.02% of the 13F portfolio, value $550,435.

    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 12,769 shares
    Change vs previous 13F 0 shares

    0.02% of the 13F portfolio, value $854,000.

    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 12,769 shares
    Change vs previous 13F 0 shares

    0.03% of the 13F portfolio, value $908,000.

    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 12,769 shares
    Change vs previous 13F -6,469 shares

    0.03% of the 13F portfolio, value $937,000.

    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 19,238 shares
    Change vs previous 13F +19,238 shares

    0.04% of the 13F portfolio, value $1,740,000.

    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 0 shares
    Change vs previous 13F -19,238 shares

    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).

    Exited: the 13F for this period no longer lists the position.

  7. period ended2021-09-30
    13F 19,238 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $1,549,000.

    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).