Skip to content
Disclosery

Avalon Investment & Advisory: SRE position timeline

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

Avalon Investment & Advisory held 131,201 SRE 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 131,201 shares
    Change vs previous 13F -1,728 shares

    0.54% of the 13F portfolio, value $19,832,408.

    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 132,929 shares
    Change vs previous 13F +16,108 shares

    0.58% of the 13F portfolio, value $20,543,000.

    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 116,821 shares
    Change vs previous 13F +1,230 shares

    0.54% of the 13F portfolio, value $17,516,000.

    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 115,591 shares
    Change vs previous 13F +1,136 shares

    0.49% of the 13F portfolio, value $17,370,000.

    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 114,455 shares
    Change vs previous 13F -20,725 shares

    0.46% of the 13F portfolio, value $19,242,000.

    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 135,180 shares
    Change vs previous 13F not available

    0.44% of the 13F portfolio, value $17,882,000.

    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).