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Disclosery

Avalon Investment & Advisory: EPD position timeline

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

Avalon Investment & Advisory held 248,800 EPD 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 248,800 shares
    Change vs previous 13F +5,664 shares

    0.18% of the 13F portfolio, value $6,443,910.

    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 243,136 shares
    Change vs previous 13F +14,128 shares

    0.17% of the 13F portfolio, value $5,864,000.

    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 229,008 shares
    Change vs previous 13F 0 shares

    0.17% of the 13F portfolio, value $5,446,000.

    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 229,008 shares
    Change vs previous 13F -4,990 shares

    0.16% of the 13F portfolio, value $5,581,000.

    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 233,998 shares
    Change vs previous 13F +23,783 shares

    0.15% of the 13F portfolio, value $6,039,000.

    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 210,215 shares
    Change vs previous 13F -38,631 shares

    0.11% of the 13F portfolio, value $4,616,000.

    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 248,846 shares
    Change vs previous 13F -469,609 shares

    0.12% of the 13F portfolio, value $5,385,000.

    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 718,455 shares
    Change vs previous 13F not available

    0.38% of the 13F portfolio, value $17,336,000.

    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).