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Disclosery

Avalon Investment & Advisory: SPT position timeline

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

Avalon Investment & Advisory held 7,539 SPT 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 7,539 shares
    Change vs previous 13F +211 shares

    0.01% of the 13F portfolio, value $458,974.

    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 7,328 shares
    Change vs previous 13F +1,733 shares

    0.01% of the 13F portfolio, value $414,000.

    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 5,595 shares
    Change vs previous 13F 0 shares

    0.01% of the 13F portfolio, value $340,000.

    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 5,595 shares
    Change vs previous 13F 0 shares

    0.01% of the 13F portfolio, value $325,000.

    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 5,595 shares
    Change vs previous 13F +5,595 shares

    0.01% of the 13F portfolio, value $448,000.

    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 0 shares
    Change vs previous 13F -14,502 shares

    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).

    Exited: the 13F for this period no longer lists the position.

  7. period ended2021-09-30
    13F 14,502 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $1,769,000.

    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).