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Disclosery

Avalon Investment & Advisory: SPY position timeline

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

Avalon Investment & Advisory held 150,627 SPY 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 150,627 shares
    Change vs previous 13F -1,051 shares

    1.69% of the 13F portfolio, value $61,665,316.

    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 151,678 shares
    Change vs previous 13F +10,345 shares

    1.65% of the 13F portfolio, value $58,006,000.

    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 141,333 shares
    Change vs previous 13F -9,155 shares

    1.56% of the 13F portfolio, value $50,481,000.

    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 150,488 shares
    Change vs previous 13F +7,938 shares

    1.6% of the 13F portfolio, value $56,771,000.

    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 142,550 shares
    Change vs previous 13F +34,430 shares

    1.56% of the 13F portfolio, value $64,381,000.

    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 108,120 shares
    Change vs previous 13F -16,845 shares

    1.27% of the 13F portfolio, value $51,353,000.

    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 124,965 shares
    Change vs previous 13F +833 shares

    1.24% of the 13F portfolio, value $53,628,000.

    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 124,132 shares
    Change vs previous 13F not available

    1.18% of the 13F portfolio, value $53,136,000.

    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).