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Disclosery

Avalon Investment & Advisory: IVV position timeline

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

Avalon Investment & Advisory held 58,942 IVV 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 58,942 shares
    Change vs previous 13F +5,046 shares

    0.66% of the 13F portfolio, value $24,230,008.

    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 53,896 shares
    Change vs previous 13F +4,930 shares

    0.59% of the 13F portfolio, value $20,708,000.

    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 48,966 shares
    Change vs previous 13F +2,244 shares

    0.54% of the 13F portfolio, value $17,562,000.

    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 46,722 shares
    Change vs previous 13F +2,123 shares

    0.5% of the 13F portfolio, value $17,715,000.

    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 44,599 shares
    Change vs previous 13F +15,523 shares

    0.49% of the 13F portfolio, value $20,234,000.

    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 29,076 shares
    Change vs previous 13F -8,700 shares

    0.34% of the 13F portfolio, value $13,869,000.

    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 37,776 shares
    Change vs previous 13F +4,158 shares

    0.38% of the 13F portfolio, value $16,275,000.

    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 33,618 shares
    Change vs previous 13F not available

    0.32% of the 13F portfolio, value $14,453,000.

    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).