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Avalon Investment & Advisory: FCFS position timeline

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

Avalon Investment & Advisory held 58,431 FCFS 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 58,431 shares
    Change vs previous 13F +4,667 shares

    0.15% of the 13F portfolio, value $5,572,539.

    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 53,764 shares
    Change vs previous 13F +10,963 shares

    0.13% of the 13F portfolio, value $4,673,000.

    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 42,801 shares
    Change vs previous 13F -2,805 shares

    0.1% of the 13F portfolio, value $3,139,000.

    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 45,606 shares
    Change vs previous 13F -1,497 shares

    0.09% of the 13F portfolio, value $3,170,000.

    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 47,103 shares
    Change vs previous 13F not available

    0.08% of the 13F portfolio, value $3,313,000.

    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).