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Disclosery

Avalon Investment & Advisory: WFC position timeline

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

Avalon Investment & Advisory held 1,253,050 WFC 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 1,253,050 shares
    Change vs previous 13F -31,677 shares

    1.28% of the 13F portfolio, value $46,839,013.

    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 1,284,727 shares
    Change vs previous 13F -3,633 shares

    1.51% of the 13F portfolio, value $53,046,000.

    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 1,288,360 shares
    Change vs previous 13F -33,583 shares

    1.61% of the 13F portfolio, value $51,818,000.

    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 1,321,943 shares
    Change vs previous 13F +12,069 shares

    1.46% of the 13F portfolio, value $51,781,000.

    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 1,309,874 shares
    Change vs previous 13F +13,778 shares

    1.53% of the 13F portfolio, value $63,476,000.

    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 1,296,096 shares
    Change vs previous 13F -89,365 shares

    1.53% of the 13F portfolio, value $62,187,000.

    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 1,385,461 shares
    Change vs previous 13F -13,635 shares

    1.49% of the 13F portfolio, value $64,299,000.

    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 1,399,096 shares
    Change vs previous 13F not available

    1.41% of the 13F portfolio, value $63,365,000.

    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).