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Disclosery

Avalon Investment & Advisory: ORCL position timeline

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

Avalon Investment & Advisory held 146,785 ORCL 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 146,785 shares
    Change vs previous 13F -145,315 shares

    0.37% of the 13F portfolio, value $13,639,239.

    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 292,100 shares
    Change vs previous 13F -12,523 shares

    0.68% of the 13F portfolio, value $23,876,000.

    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 304,623 shares
    Change vs previous 13F +297,174 shares

    0.58% of the 13F portfolio, value $18,603,000.

    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 7,449 shares
    Change vs previous 13F -5,080 shares

    0.01% of the 13F portfolio, value $520,000.

    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 12,529 shares
    Change vs previous 13F -785 shares

    0.03% of the 13F portfolio, value $1,037,000.

    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 13,314 shares
    Change vs previous 13F -1,018 shares

    0.03% of the 13F portfolio, value $1,161,000.

    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 14,332 shares
    Change vs previous 13F -1,066 shares

    0.03% of the 13F portfolio, value $1,249,000.

    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 15,398 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $1,199,000.

    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).