Skip to content

Avalon Investment & Advisory: JAAA position timeline

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

Avalon Investment & Advisory held 99,612 JAAA 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 99,612 shares
    Change vs previous 13F +15 shares

    0.14% of the 13F portfolio, value $4,931,800.

    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 99,597 shares
    Change vs previous 13F -3,672 shares

    0.14% of the 13F portfolio, value $4,906,000.

    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 103,269 shares
    Change vs previous 13F -5,893 shares

    0.16% of the 13F portfolio, value $5,070,000.

    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 109,162 shares
    Change vs previous 13F not available

    0.15% of the 13F portfolio, value $5,353,000.

    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).