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Disclosery

Avalon Investment & Advisory: MBB position timeline

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

Avalon Investment & Advisory held 256,687 MBB 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 256,687 shares
    Change vs previous 13F +50,584 shares

    0.67% of the 13F portfolio, value $24,315,959.

    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 206,103 shares
    Change vs previous 13F -5,083 shares

    0.54% of the 13F portfolio, value $19,116,000.

    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 211,186 shares
    Change vs previous 13F -83,679 shares

    0.6% of the 13F portfolio, value $19,340,000.

    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 294,865 shares
    Change vs previous 13F -61,428 shares

    0.81% of the 13F portfolio, value $28,746,000.

    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 356,293 shares
    Change vs previous 13F -307,508 shares

    0.88% of the 13F portfolio, value $36,296,000.

    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 663,801 shares
    Change vs previous 13F -93,824 shares

    1.76% of the 13F portfolio, value $71,312,000.

    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 757,625 shares
    Change vs previous 13F -21,505 shares

    1.9% of the 13F portfolio, value $81,930,000.

    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 779,130 shares
    Change vs previous 13F not available

    1.87% of the 13F portfolio, value $84,325,000.

    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).