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Disclosery

Avalon Investment & Advisory: SONY position timeline

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

Avalon Investment & Advisory held 3,779 SONY 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 3,779 shares
    Change vs previous 13F -143 shares

    0.01% of the 13F portfolio, value $342,566.

    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 3,922 shares
    Change vs previous 13F -1,112 shares

    0.01% of the 13F portfolio, value $299,000.

    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 5,034 shares
    Change vs previous 13F -1,105 shares

    0.01% of the 13F portfolio, value $322,000.

    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 6,139 shares
    Change vs previous 13F -678 shares

    0.01% of the 13F portfolio, value $502,000.

    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 6,817 shares
    Change vs previous 13F -6,587 shares

    0.02% of the 13F portfolio, value $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 13,404 shares
    Change vs previous 13F -5,434 shares

    0.04% of the 13F portfolio, value $1,694,000.

    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 18,838 shares
    Change vs previous 13F -26,816 shares

    0.05% of the 13F portfolio, value $2,083,000.

    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 45,654 shares
    Change vs previous 13F not available

    0.1% of the 13F portfolio, value $4,438,000.

    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).