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Disclosery

Avalon Investment & Advisory: IBM position timeline

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

Avalon Investment & Advisory held 10,925 IBM 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 10,925 shares
    Change vs previous 13F -215,897 shares

    0.04% of the 13F portfolio, value $1,432,118.

    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 226,822 shares
    Change vs previous 13F -107,057 shares

    0.91% of the 13F portfolio, value $31,957,000.

    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 333,879 shares
    Change vs previous 13F -1,066 shares

    1.23% of the 13F portfolio, value $39,668,000.

    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 334,945 shares
    Change vs previous 13F -59,538 shares

    1.33% of the 13F portfolio, value $47,291,000.

    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 394,483 shares
    Change vs previous 13F +9,926 shares

    1.24% of the 13F portfolio, value $51,291,000.

    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 384,557 shares
    Change vs previous 13F -57,006 shares

    1.27% of the 13F portfolio, value $51,400,000.

    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 441,563 shares
    Change vs previous 13F +64,902 shares

    1.42% of the 13F portfolio, value $61,346,000.

    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 376,661 shares
    Change vs previous 13F not available

    1.22% of the 13F portfolio, value $55,215,000.

    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).