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Disclosery

Avalon Investment & Advisory: MUB position timeline

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

Avalon Investment & Advisory held 11,498 MUB 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 11,498 shares
    Change vs previous 13F -2,443 shares

    0.03% of the 13F portfolio, value $1,238,754.

    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 13,941 shares
    Change vs previous 13F -482 shares

    0.04% of the 13F portfolio, value $1,471,000.

    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 14,423 shares
    Change vs previous 13F +1,967 shares

    0.05% of the 13F portfolio, value $1,479,000.

    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 12,456 shares
    Change vs previous 13F -890 shares

    0.04% of the 13F portfolio, value $1,325,000.

    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 13,346 shares
    Change vs previous 13F +9,176 shares

    0.04% of the 13F portfolio, value $1,463,000.

    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 4,170 shares
    Change vs previous 13F -9,724 shares

    0.01% of the 13F portfolio, value $485,000.

    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 13,894 shares
    Change vs previous 13F +3,645 shares

    0.04% of the 13F portfolio, value $1,614,000.

    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 10,249 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $1,201,000.

    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).