Skip to content
Disclosery

Avalon Investment & Advisory: XBI position timeline

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

Avalon Investment & Advisory held 21,149 XBI 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 21,149 shares
    Change vs previous 13F -815 shares

    0.04% of the 13F portfolio, value $1,611,773.

    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 21,964 shares
    Change vs previous 13F -253 shares

    0.05% of the 13F portfolio, value $1,823,000.

    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 22,217 shares
    Change vs previous 13F -1,393 shares

    0.05% of the 13F portfolio, value $1,762,000.

    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 23,610 shares
    Change vs previous 13F -885 shares

    0.05% of the 13F portfolio, value $1,754,000.

    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 24,495 shares
    Change vs previous 13F +2,765 shares

    0.05% of the 13F portfolio, value $2,202,000.

    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 21,730 shares
    Change vs previous 13F -3,623 shares

    0.06% of the 13F portfolio, value $2,433,000.

    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 25,353 shares
    Change vs previous 13F +664 shares

    0.07% of the 13F portfolio, value $3,187,000.

    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 24,689 shares
    Change vs previous 13F not available

    0.07% of the 13F portfolio, value $3,343,000.

    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).