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Disclosery

Avalon Investment & Advisory: DEO position timeline

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

Avalon Investment & Advisory held 2,700 DEO 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 2,700 shares
    Change vs previous 13F 0 shares

    0.01% of the 13F portfolio, value $489,186.

    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 2,700 shares
    Change vs previous 13F -100 shares

    0.01% of the 13F portfolio, value $481,000.

    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 2,800 shares
    Change vs previous 13F 0 shares

    0.01% of the 13F portfolio, value $475,000.

    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 2,800 shares
    Change vs previous 13F -2,599 shares

    0.01% of the 13F portfolio, value $488,000.

    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 5,399 shares
    Change vs previous 13F +1,906 shares

    0.03% of the 13F portfolio, value $1,097,000.

    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 3,493 shares
    Change vs previous 13F -2,053 shares

    0.02% of the 13F portfolio, value $769,000.

    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 5,546 shares
    Change vs previous 13F -193 shares

    0.02% of the 13F portfolio, value $1,070,000.

    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 5,739 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $1,100,000.

    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).