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Disclosery

Avalon Investment & Advisory: DHR position timeline

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

Avalon Investment & Advisory held 72,063 DHR 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 72,063 shares
    Change vs previous 13F -3,680 shares

    0.5% of the 13F portfolio, value $18,162,838.

    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 75,743 shares
    Change vs previous 13F -1,878 shares

    0.57% of the 13F portfolio, value $20,104,000.

    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 77,621 shares
    Change vs previous 13F -840 shares

    0.62% of the 13F portfolio, value $20,049,000.

    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 78,461 shares
    Change vs previous 13F +35 shares

    0.56% of the 13F portfolio, value $19,891,000.

    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 78,426 shares
    Change vs previous 13F +9,972 shares

    0.56% of the 13F portfolio, value $23,005,000.

    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 68,454 shares
    Change vs previous 13F -13,717 shares

    0.56% of the 13F portfolio, value $22,522,000.

    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 82,171 shares
    Change vs previous 13F +3,325 shares

    0.58% of the 13F portfolio, value $25,016,000.

    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 78,846 shares
    Change vs previous 13F not available

    0.47% of the 13F portfolio, value $21,159,000.

    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).