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Disclosery

Avalon Investment & Advisory: VMRK position timeline

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

Avalon Investment & Advisory held 4,368 VMRK 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 4,368 shares
    Change vs previous 13F -7,285 shares

    0.01% of the 13F portfolio, value $262,080.

    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 11,653 shares
    Change vs previous 13F -219,543 shares

    0.02% of the 13F portfolio, value $688,000.

    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 231,196 shares
    Change vs previous 13F +1,320 shares

    0.48% of the 13F portfolio, value $15,541,000.

    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 229,876 shares
    Change vs previous 13F +56,078 shares

    0.47% of the 13F portfolio, value $16,602,000.

    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 173,798 shares
    Change vs previous 13F +2,312 shares

    0.38% of the 13F portfolio, value $15,628,000.

    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 171,486 shares
    Change vs previous 13F -36,086 shares

    0.38% of the 13F portfolio, value $15,519,000.

    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 207,572 shares
    Change vs previous 13F -16,475 shares

    0.39% of the 13F portfolio, value $16,797,000.

    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 224,047 shares
    Change vs previous 13F not available

    0.38% of the 13F portfolio, value $17,252,000.

    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).