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Disclosery

Avalon Investment & Advisory: UNP position timeline

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

Avalon Investment & Advisory held 89,231 UNP 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 89,231 shares
    Change vs previous 13F -237 shares

    0.49% of the 13F portfolio, value $17,958,666.

    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 89,468 shares
    Change vs previous 13F -890 shares

    0.53% of the 13F portfolio, value $18,526,000.

    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 90,358 shares
    Change vs previous 13F -2,091 shares

    0.55% of the 13F portfolio, value $17,604,000.

    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 92,449 shares
    Change vs previous 13F +2,146 shares

    0.56% of the 13F portfolio, value $19,718,000.

    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 90,303 shares
    Change vs previous 13F +6,430 shares

    0.6% of the 13F portfolio, value $24,672,000.

    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 83,873 shares
    Change vs previous 13F -12,644 shares

    0.52% of the 13F portfolio, value $21,130,000.

    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 96,517 shares
    Change vs previous 13F +1,572 shares

    0.44% of the 13F portfolio, value $18,918,000.

    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 94,945 shares
    Change vs previous 13F not available

    0.46% of the 13F portfolio, value $20,881,000.

    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).