Skip to content
Disclosery

Avalon Investment & Advisory: WTM position timeline

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

Avalon Investment & Advisory held 780 WTM 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 780 shares
    Change vs previous 13F -277 shares

    0.03% of the 13F portfolio, value $1,074,442.

    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 1,057 shares
    Change vs previous 13F +124 shares

    0.04% of the 13F portfolio, value $1,495,000.

    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 933 shares
    Change vs previous 13F 0 shares

    0.04% of the 13F portfolio, value $1,216,000.

    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 933 shares
    Change vs previous 13F +615 shares

    0.03% of the 13F portfolio, value $1,163,000.

    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 318 shares
    Change vs previous 13F -107 shares

    0.01% of the 13F portfolio, value $361,000.

    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 425 shares
    Change vs previous 13F -41 shares

    0.01% of the 13F portfolio, value $431,000.

    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 466 shares
    Change vs previous 13F -103 shares

    0.01% of the 13F portfolio, value $498,000.

    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 569 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $653,000.

    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).