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Disclosery

Avalon Investment & Advisory: SDY position timeline

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

Avalon Investment & Advisory held 29,929 SDY 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 29,929 shares
    Change vs previous 13F -13,212 shares

    0.1% of the 13F portfolio, value $3,702,551.

    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 43,141 shares
    Change vs previous 13F +23,687 shares

    0.15% of the 13F portfolio, value $5,397,000.

    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 19,454 shares
    Change vs previous 13F -9,431 shares

    0.07% of the 13F portfolio, value $2,169,000.

    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 28,885 shares
    Change vs previous 13F +11,320 shares

    0.1% of the 13F portfolio, value $3,428,000.

    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 17,565 shares
    Change vs previous 13F +8,265 shares

    0.05% of the 13F portfolio, value $2,250,000.

    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 9,300 shares
    Change vs previous 13F -9,291 shares

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

    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 18,591 shares
    Change vs previous 13F +4,701 shares

    0.05% of the 13F portfolio, value $2,185,000.

    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 13,890 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $1,698,000.

    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).