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Disclosery

Avalon Investment & Advisory: JMBS position timeline

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

Avalon Investment & Advisory held 668,860 JMBS 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 668,860 shares
    Change vs previous 13F +120,565 shares

    0.85% of the 13F portfolio, value $31,229,059.

    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 548,295 shares
    Change vs previous 13F -3,987 shares

    0.71% of the 13F portfolio, value $24,926,000.

    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 552,282 shares
    Change vs previous 13F -31,866 shares

    0.77% of the 13F portfolio, value $24,869,000.

    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 584,148 shares
    Change vs previous 13F -26,425 shares

    0.79% of the 13F portfolio, value $28,016,000.

    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 610,573 shares
    Change vs previous 13F +255,455 shares

    0.74% of the 13F portfolio, value $30,477,000.

    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 355,118 shares
    Change vs previous 13F -48,870 shares

    0.46% of the 13F portfolio, value $18,708,000.

    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 403,988 shares
    Change vs previous 13F +21,414 shares

    0.5% of the 13F portfolio, value $21,474,000.

    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 382,574 shares
    Change vs previous 13F not available

    0.45% of the 13F portfolio, value $20,332,000.

    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).