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Disclosery

Avalon Investment & Advisory: VOO position timeline

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

Avalon Investment & Advisory held 26,570 VOO 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 26,570 shares
    Change vs previous 13F -8,912 shares

    0.27% of the 13F portfolio, value $9,992,206.

    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 35,482 shares
    Change vs previous 13F +35,482 shares

    0.35% of the 13F portfolio, value $12,466,000.

    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 ended2022-03-31
    13F 0 shares
    Change vs previous 13F -1,960 shares

    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).

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

  4. period ended2021-12-31
    13F 1,960 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $856,000.

    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).