Avalon Investment & Advisory: IJR position timeline

Avalon Investment & Advisory held 11,985 IJR 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 11,985 shares

   Change vs previous 13F +9,584 shares

   0.03% of the 13F portfolio, value $1,158,949.

   13F-HR 0001221362-23-000004 filed by Avalon Investment & Advisory
   Filed 2023-05-15 (acceptance time not in the bulk data set), ingested 2026-10-07 18:32:36 UTC

   Acceptance time not in the bulk data set (spec §4.2).

2. period ended2022-12-31

   13F 2,401 shares

   Change vs previous 13F +2,401 shares

   0.01% of the 13F portfolio, value $227,000.

   13F-HR 0001221362-23-000002 filed by Avalon Investment & Advisory
   Filed 2023-02-13 (acceptance time not in the bulk data set), ingested 2026-10-07 18:33:21 UTC

   Acceptance time not in the bulk data set (spec §4.2).

3. period ended2022-09-30

   13F 0 shares

   Change vs previous 13F -3,358 shares

   13F-HR 0001221362-22-000004 filed by Avalon Investment & Advisory
   Filed 2022-11-01 (acceptance time not in the bulk data set), ingested 2026-10-07 18:34:10 UTC

   Acceptance time not in the bulk data set (spec §4.2).

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

4. period ended2022-06-30

   13F 3,358 shares

   Change vs previous 13F +922 shares

   0.01% of the 13F portfolio, value $310,000.

   13F-HR 0001221362-22-000003 filed by Avalon Investment & Advisory
   Filed 2022-08-10 (acceptance time not in the bulk data set), ingested 2026-10-07 18:35:03 UTC

   Acceptance time not in the bulk data set (spec §4.2).

5. period ended2022-03-31

   13F 2,436 shares

   Change vs previous 13F not available

   0.01% of the 13F portfolio, value $263,000.

   13F-HR 0001221362-22-000002 filed by Avalon Investment & Advisory
   Filed 2022-05-17 (acceptance time not in the bulk data set), ingested 2026-10-07 18:35:57 UTC

   Acceptance time not in the bulk data set (spec §4.2).