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Disclosery

Avalon Investment & Advisory: META position timeline

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

Avalon Investment & Advisory held 83,380 META 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 83,380 shares
    Change vs previous 13F +71,465 shares

    0.48% of the 13F portfolio, value $17,671,557.

    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 11,915 shares
    Change vs previous 13F -5,061 shares

    0.04% of the 13F portfolio, value $1,434,000.

    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 16,976 shares
    Change vs previous 13F -95,766 shares

    0.07% of the 13F portfolio, value $2,303,000.

    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 112,742 shares
    Change vs previous 13F -2,923 shares

    0.51% of the 13F portfolio, value $18,180,000.

    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 115,665 shares
    Change vs previous 13F +53,215 shares

    0.62% of the 13F portfolio, value $25,719,000.

    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 62,450 shares
    Change vs previous 13F -25,030 shares

    0.52% of the 13F portfolio, value $21,005,000.

    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 87,480 shares
    Change vs previous 13F -351 shares

    0.69% of the 13F portfolio, value $29,690,000.

    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 87,831 shares
    Change vs previous 13F not available

    0.68% of the 13F portfolio, value $30,540,000.

    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).