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Disclosery

Avalon Investment & Advisory: VZ position timeline

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

Avalon Investment & Advisory held 273,863 VZ 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 273,863 shares
    Change vs previous 13F -21,635 shares

    0.29% of the 13F portfolio, value $10,650,528.

    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 295,498 shares
    Change vs previous 13F -63,714 shares

    0.33% of the 13F portfolio, value $11,643,000.

    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 359,212 shares
    Change vs previous 13F -400,637 shares

    0.42% of the 13F portfolio, value $13,639,000.

    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 759,849 shares
    Change vs previous 13F +21,029 shares

    1.09% of the 13F portfolio, value $38,562,000.

    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 738,820 shares
    Change vs previous 13F +22,758 shares

    0.91% of the 13F portfolio, value $37,635,000.

    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 716,062 shares
    Change vs previous 13F -119,274 shares

    0.92% of the 13F portfolio, value $37,207,000.

    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 835,336 shares
    Change vs previous 13F -32,546 shares

    1.05% of the 13F portfolio, value $45,116,000.

    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 867,882 shares
    Change vs previous 13F not available

    1.08% of the 13F portfolio, value $48,627,000.

    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).