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Disclosery

Avalon Investment & Advisory: FA position timeline

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

Avalon Investment & Advisory held 0 FA shares at 2022-12-31 per its 13F-HR filed 2023-02-13.

the latest 13F is the newest step

  1. period ended2022-12-31
    13F 0 shares
    Change vs previous 13F -143,957 shares

    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).

    Exited: the 13F for this period no longer lists the position.

  2. period ended2022-09-30
    13F 143,957 shares
    Change vs previous 13F -7,882 shares

    0.06% of the 13F portfolio, value $1,847,000.

    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).

  3. period ended2022-06-30
    13F 151,839 shares
    Change vs previous 13F -7,008 shares

    0.05% of the 13F portfolio, value $1,924,000.

    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).

  4. period ended2022-03-31
    13F 158,847 shares
    Change vs previous 13F +39,161 shares

    0.08% of the 13F portfolio, value $3,207,000.

    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).

  5. period ended2021-12-31
    13F 119,686 shares
    Change vs previous 13F -41,949 shares

    0.06% of the 13F portfolio, value $2,279,000.

    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).

  6. period ended2021-09-30
    13F 161,635 shares
    Change vs previous 13F not available

    0.07% of the 13F portfolio, value $3,079,000.

    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).