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Disclosery

Avalon Investment & Advisory: PB position timeline

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

Avalon Investment & Advisory held 71,112 PB 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 71,112 shares
    Change vs previous 13F -2,695 shares

    0.12% of the 13F portfolio, value $4,374,825.

    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 73,807 shares
    Change vs previous 13F -683 shares

    0.15% of the 13F portfolio, value $5,364,000.

    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 74,490 shares
    Change vs previous 13F -5,049 shares

    0.15% of the 13F portfolio, value $4,967,000.

    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 79,539 shares
    Change vs previous 13F -2,617 shares

    0.15% of the 13F portfolio, value $5,430,000.

    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 82,156 shares
    Change vs previous 13F +9,983 shares

    0.14% of the 13F portfolio, value $5,700,000.

    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 72,173 shares
    Change vs previous 13F -12,345 shares

    0.13% of the 13F portfolio, value $5,218,000.

    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 84,518 shares
    Change vs previous 13F +909 shares

    0.14% of the 13F portfolio, value $6,012,000.

    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 83,609 shares
    Change vs previous 13F not available

    0.13% of the 13F portfolio, value $6,003,000.

    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).