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Disclosery

Avalon Investment & Advisory: PM position timeline

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

Avalon Investment & Advisory held 181,340 PM 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 181,340 shares
    Change vs previous 13F +219 shares

    0.48% of the 13F portfolio, value $17,635,311.

    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 181,121 shares
    Change vs previous 13F -6,118 shares

    0.52% of the 13F portfolio, value $18,331,000.

    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 187,239 shares
    Change vs previous 13F +840 shares

    0.48% of the 13F portfolio, value $15,543,000.

    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 186,399 shares
    Change vs previous 13F -52,415 shares

    0.52% of the 13F portfolio, value $18,405,000.

    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 238,814 shares
    Change vs previous 13F -23,361 shares

    0.54% of the 13F portfolio, value $22,434,000.

    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 262,175 shares
    Change vs previous 13F -74,225 shares

    0.61% of the 13F portfolio, value $24,907,000.

    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 336,400 shares
    Change vs previous 13F -25,006 shares

    0.74% of the 13F portfolio, value $31,887,000.

    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 361,406 shares
    Change vs previous 13F not available

    0.79% of the 13F portfolio, value $35,819,000.

    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).