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Disclosery

Avalon Investment & Advisory: HCSG position timeline

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

Avalon Investment & Advisory held 168,767 HCSG 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 168,767 shares
    Change vs previous 13F +4,104 shares

    0.06% of the 13F portfolio, value $2,340,795.

    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 164,663 shares
    Change vs previous 13F -13,582 shares

    0.06% of the 13F portfolio, value $1,976,000.

    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 178,245 shares
    Change vs previous 13F -11,568 shares

    0.07% of the 13F portfolio, value $2,155,000.

    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 189,813 shares
    Change vs previous 13F -5,688 shares

    0.09% of the 13F portfolio, value $3,305,000.

    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 195,501 shares
    Change vs previous 13F +195,501 shares

    0.09% of the 13F portfolio, value $3,630,000.

    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 0 shares
    Change vs previous 13F -172,682 shares

    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).

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

  7. period ended2021-09-30
    13F 172,682 shares
    Change vs previous 13F +1,809 shares

    0.1% of the 13F portfolio, value $4,315,000.

    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 170,873 shares
    Change vs previous 13F not available

    0.12% of the 13F portfolio, value $5,394,000.

    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).