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Disclosery

Avalon Investment & Advisory: GM position timeline

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

Avalon Investment & Advisory held 21,223 GM 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 21,223 shares
    Change vs previous 13F -2,506 shares

    0.02% of the 13F portfolio, value $778,455.

    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 23,729 shares
    Change vs previous 13F -604 shares

    0.02% of the 13F portfolio, value $798,000.

    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 24,333 shares
    Change vs previous 13F +7,871 shares

    0.02% of the 13F portfolio, value $781,000.

    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 16,462 shares
    Change vs previous 13F +480 shares

    0.01% of the 13F portfolio, value $523,000.

    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 15,982 shares
    Change vs previous 13F -241 shares

    0.02% of the 13F portfolio, value $699,000.

    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 16,223 shares
    Change vs previous 13F -2,174 shares

    0.02% of the 13F portfolio, value $951,000.

    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 18,397 shares
    Change vs previous 13F +3,925 shares

    0.02% of the 13F portfolio, value $970,000.

    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 14,472 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $856,000.

    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).