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Disclosery

Avalon Investment & Advisory: HD position timeline

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

Avalon Investment & Advisory held 150,066 HD 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 150,066 shares
    Change vs previous 13F -6,873 shares

    1.21% of the 13F portfolio, value $44,287,609.

    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 156,939 shares
    Change vs previous 13F -1,958 shares

    1.41% of the 13F portfolio, value $49,571,000.

    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 158,897 shares
    Change vs previous 13F -567 shares

    1.36% of the 13F portfolio, value $43,846,000.

    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 159,464 shares
    Change vs previous 13F +804 shares

    1.23% of the 13F portfolio, value $43,736,000.

    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 158,660 shares
    Change vs previous 13F +19,844 shares

    1.15% of the 13F portfolio, value $47,492,000.

    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 138,816 shares
    Change vs previous 13F -25,187 shares

    1.42% of the 13F portfolio, value $57,610,000.

    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 164,003 shares
    Change vs previous 13F -1,213 shares

    1.25% of the 13F portfolio, value $53,836,000.

    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 165,216 shares
    Change vs previous 13F not available

    1.17% of the 13F portfolio, value $52,686,000.

    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).