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Disclosery

Avalon Investment & Advisory: IRM position timeline

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

Avalon Investment & Advisory held 351,747 IRM 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 351,747 shares
    Change vs previous 13F -6,810 shares

    0.51% of the 13F portfolio, value $18,610,915.

    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 358,557 shares
    Change vs previous 13F -1,089 shares

    0.51% of the 13F portfolio, value $17,874,000.

    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 359,646 shares
    Change vs previous 13F +35,188 shares

    0.49% of the 13F portfolio, value $15,814,000.

    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 324,458 shares
    Change vs previous 13F +667 shares

    0.45% of the 13F portfolio, value $15,798,000.

    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 323,791 shares
    Change vs previous 13F +3,990 shares

    0.43% of the 13F portfolio, value $17,941,000.

    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 319,801 shares
    Change vs previous 13F -65,493 shares

    0.41% of the 13F portfolio, value $16,735,000.

    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 385,294 shares
    Change vs previous 13F -29,825 shares

    0.39% of the 13F portfolio, value $16,741,000.

    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 415,119 shares
    Change vs previous 13F not available

    0.39% of the 13F portfolio, value $17,568,000.

    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).