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Disclosery

Avalon Investment & Advisory: IWM position timeline

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

Avalon Investment & Advisory held 47,860 IWM 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 47,860 shares
    Change vs previous 13F +5,029 shares

    0.23% of the 13F portfolio, value $8,538,149.

    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 42,831 shares
    Change vs previous 13F -329 shares

    0.21% of the 13F portfolio, value $7,468,000.

    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 43,160 shares
    Change vs previous 13F +412 shares

    0.22% of the 13F portfolio, value $7,118,000.

    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 42,748 shares
    Change vs previous 13F +1,467 shares

    0.2% of the 13F portfolio, value $7,240,000.

    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 41,281 shares
    Change vs previous 13F +15,147 shares

    0.2% of the 13F portfolio, value $8,474,000.

    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 26,134 shares
    Change vs previous 13F -11,642 shares

    0.14% of the 13F portfolio, value $5,813,000.

    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 +4,364 shares

    0.19% of the 13F portfolio, value $8,264,000.

    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 33,412 shares
    Change vs previous 13F not available

    0.17% of the 13F portfolio, value $7,664,000.

    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).