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Disclosery

Avalon Investment & Advisory: WMT position timeline

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

Avalon Investment & Advisory held 80,444 WMT 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 80,444 shares
    Change vs previous 13F +78,374 shares

    0.32% of the 13F portfolio, value $11,861,468.

    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 2,070 shares
    Change vs previous 13F +69 shares

    0.01% of the 13F portfolio, value $294,000.

    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 2,001 shares
    Change vs previous 13F 0 shares

    0.01% of the 13F portfolio, value $260,000.

    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 2,001 shares
    Change vs previous 13F -77 shares

    0.01% of the 13F portfolio, value $243,000.

    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 2,078 shares
    Change vs previous 13F +371 shares

    0.01% of the 13F portfolio, value $309,000.

    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 1,707 shares
    Change vs previous 13F -200 shares

    0.01% of the 13F portfolio, value $247,000.

    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 1,907 shares
    Change vs previous 13F -1,690 shares

    0.01% of the 13F portfolio, value $266,000.

    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 3,597 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $507,000.

    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).