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Disclosery

Avalon Investment & Advisory: DG position timeline

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

Avalon Investment & Advisory held 2,600 DG 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 2,600 shares
    Change vs previous 13F -444 shares

    0.01% of the 13F portfolio, value $547,253.

    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 3,044 shares
    Change vs previous 13F -32 shares

    0.02% of the 13F portfolio, value $750,000.

    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 3,076 shares
    Change vs previous 13F -346 shares

    0.02% of the 13F portfolio, value $738,000.

    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 3,422 shares
    Change vs previous 13F -27 shares

    0.02% of the 13F portfolio, value $840,000.

    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 3,449 shares
    Change vs previous 13F +178 shares

    0.02% of the 13F portfolio, value $768,000.

    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 3,271 shares
    Change vs previous 13F -525 shares

    0.02% of the 13F portfolio, value $771,000.

    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 3,796 shares
    Change vs previous 13F -238 shares

    0.02% of the 13F portfolio, value $805,000.

    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 4,034 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $873,000.

    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).