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Disclosery

Avalon Investment & Advisory: F position timeline

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

Avalon Investment & Advisory held 116,248 F 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 116,248 shares
    Change vs previous 13F -1,796,797 shares

    0.04% of the 13F portfolio, value $1,464,728.

    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 1,913,045 shares
    Change vs previous 13F -96,376 shares

    0.63% of the 13F portfolio, value $22,249,000.

    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 2,009,421 shares
    Change vs previous 13F -50,887 shares

    0.7% of the 13F portfolio, value $22,506,000.

    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 2,060,308 shares
    Change vs previous 13F -241,004 shares

    0.65% of the 13F portfolio, value $22,931,000.

    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 2,301,312 shares
    Change vs previous 13F +112,842 shares

    0.94% of the 13F portfolio, value $38,915,000.

    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 2,188,470 shares
    Change vs previous 13F -166,320 shares

    1.12% of the 13F portfolio, value $45,455,000.

    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 2,354,790 shares
    Change vs previous 13F +219,030 shares

    0.77% of the 13F portfolio, value $33,344,000.

    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 2,135,760 shares
    Change vs previous 13F not available

    0.7% of the 13F portfolio, value $31,737,000.

    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).