Avalon Investment & Advisory: MLM position timeline

Avalon Investment & Advisory held 43,877 MLM 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 43,877 shares

   Change vs previous 13F -245 shares

   0.43% of the 13F portfolio, value $15,579,100.

   13F-HR 0001221362-23-000004 filed by Avalon Investment & Advisory
   Filed 2023-05-15 (acceptance time not in the bulk data set), ingested 2026-10-07 18:32:36 UTC

   Acceptance time not in the bulk data set (spec §4.2).

2. period ended2022-12-31

   13F 44,122 shares

   Change vs previous 13F +4,113 shares

   0.42% of the 13F portfolio, value $14,912,000.

   13F-HR 0001221362-23-000002 filed by Avalon Investment & Advisory
   Filed 2023-02-13 (acceptance time not in the bulk data set), ingested 2026-10-07 18:33:21 UTC

   Acceptance time not in the bulk data set (spec §4.2).

3. period ended2022-09-30

   13F 40,009 shares

   Change vs previous 13F +40,009 shares

   0.4% of the 13F portfolio, value $12,887,000.

   13F-HR 0001221362-22-000004 filed by Avalon Investment & Advisory
   Filed 2022-11-01 (acceptance time not in the bulk data set), ingested 2026-10-07 18:34:10 UTC

   Acceptance time not in the bulk data set (spec §4.2).

4. period ended2022-06-30

   13F 0 shares

   Change vs previous 13F -580 shares

   13F-HR 0001221362-22-000003 filed by Avalon Investment & Advisory
   Filed 2022-08-10 (acceptance time not in the bulk data set), ingested 2026-10-07 18:35:03 UTC

   Acceptance time not in the bulk data set (spec §4.2).

   Exited: the 13F for this period no longer lists the position.

5. period ended2022-03-31

   13F 580 shares

   Change vs previous 13F not available

   0.01% of the 13F portfolio, value $223,000.

   13F-HR 0001221362-22-000002 filed by Avalon Investment & Advisory
   Filed 2022-05-17 (acceptance time not in the bulk data set), ingested 2026-10-07 18:35:57 UTC

   Acceptance time not in the bulk data set (spec §4.2).