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Disclosery

Avalon Investment & Advisory: DLR position timeline

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

Avalon Investment & Advisory held 2,582 DLR 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 2,582 shares
    Change vs previous 13F -5,260 shares

    0.01% of the 13F portfolio, value $253,853.

    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 7,842 shares
    Change vs previous 13F -153,280 shares

    0.02% of the 13F portfolio, value $786,000.

    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 161,122 shares
    Change vs previous 13F -43 shares

    0.5% of the 13F portfolio, value $15,980,000.

    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 161,165 shares
    Change vs previous 13F +13,554 shares

    0.59% of the 13F portfolio, value $20,924,000.

    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 147,611 shares
    Change vs previous 13F +23,112 shares

    0.51% of the 13F portfolio, value $20,931,000.

    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 124,499 shares
    Change vs previous 13F -27,606 shares

    0.54% of the 13F portfolio, value $22,020,000.

    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 152,105 shares
    Change vs previous 13F -14,808 shares

    0.51% of the 13F portfolio, value $21,972,000.

    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 166,913 shares
    Change vs previous 13F not available

    0.56% of the 13F portfolio, value $25,114,000.

    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).