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Disclosery

Avalon Investment & Advisory: HOMB position timeline

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

Avalon Investment & Advisory held 142,186 HOMB 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 142,186 shares
    Change vs previous 13F -5,438 shares

    0.08% of the 13F portfolio, value $3,086,851.

    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 147,624 shares
    Change vs previous 13F -1,367 shares

    0.1% of the 13F portfolio, value $3,364,000.

    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 148,991 shares
    Change vs previous 13F -10,013 shares

    0.1% of the 13F portfolio, value $3,354,000.

    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 159,004 shares
    Change vs previous 13F -5,241 shares

    0.09% of the 13F portfolio, value $3,303,000.

    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 164,245 shares
    Change vs previous 13F +19,896 shares

    0.09% of the 13F portfolio, value $3,712,000.

    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 144,349 shares
    Change vs previous 13F -24,316 shares

    0.09% of the 13F portfolio, value $3,515,000.

    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 168,665 shares
    Change vs previous 13F +1,790 shares

    0.09% of the 13F portfolio, value $3,969,000.

    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 166,875 shares
    Change vs previous 13F not available

    0.09% of the 13F portfolio, value $4,118,000.

    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).