Avalon Investment & Advisory: XLE position timeline

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

Avalon Investment & Advisory held 26,848 XLE shares at 2023-03-31 per its 13F-HR filed 2023-05-15.

the latest 13F is the newest step

period ended2023-03-31
13F 26,848 shares
Change vs previous 13F +982 shares
0.06% of the 13F portfolio, value $2,223,821.
13F-HR 0001221362-23-000004 filed by Avalon Investment & Advisory
Filed 2023-05-15 (acceptance time not in the bulk data set), ingested 2026-10-07 18:32:36 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2022-12-31
13F 25,866 shares
Change vs previous 13F +6,949 shares
0.06% of the 13F portfolio, value $2,262,000.
13F-HR 0001221362-23-000002 filed by Avalon Investment & Advisory
Filed 2023-02-13 (acceptance time not in the bulk data set), ingested 2026-10-07 18:33:21 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2022-09-30
13F 18,917 shares
Change vs previous 13F +16,039 shares
0.04% of the 13F portfolio, value $1,362,000.
13F-HR 0001221362-22-000004 filed by Avalon Investment & Advisory
Filed 2022-11-01 (acceptance time not in the bulk data set), ingested 2026-10-07 18:34:10 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2022-06-30
13F 2,878 shares
Change vs previous 13F +76 shares
0.01% of the 13F portfolio, value $206,000.
13F-HR 0001221362-22-000003 filed by Avalon Investment & Advisory
Filed 2022-08-10 (acceptance time not in the bulk data set), ingested 2026-10-07 18:35:03 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2022-03-31
13F 2,802 shares
Change vs previous 13F not available
0.01% of the 13F portfolio, value $214,000.
13F-HR 0001221362-22-000002 filed by Avalon Investment & Advisory
Filed 2022-05-17 (acceptance time not in the bulk data set), ingested 2026-10-07 18:35:57 UTC
Acceptance time not in the bulk data set (spec §4.2).