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Disclosery

Avalon Investment & Advisory: WBS position timeline

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

Avalon Investment & Advisory held 76,972 WBS 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 76,972 shares
    Change vs previous 13F -2,972 shares

    0.08% of the 13F portfolio, value $3,034,222.

    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 79,944 shares
    Change vs previous 13F -701 shares

    0.11% of the 13F portfolio, value $3,785,000.

    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 80,645 shares
    Change vs previous 13F -5,332 shares

    0.11% of the 13F portfolio, value $3,645,000.

    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 85,977 shares
    Change vs previous 13F -2,821 shares

    0.1% of the 13F portfolio, value $3,624,000.

    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 88,798 shares
    Change vs previous 13F +10,882 shares

    0.12% of the 13F portfolio, value $4,983,000.

    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 77,916 shares
    Change vs previous 13F -12,233 shares

    0.11% of the 13F portfolio, value $4,351,000.

    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 90,149 shares
    Change vs previous 13F +1,036 shares

    0.11% of the 13F portfolio, value $4,910,000.

    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 89,113 shares
    Change vs previous 13F not available

    0.11% of the 13F portfolio, value $4,753,000.

    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).