Avalon Investment & Advisory: XLP position timeline

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

Avalon Investment & Advisory held 0 XLP shares at 2022-06-30 per its 13F-HR filed 2022-08-10.

the latest 13F is the newest step

period ended2022-06-30
13F 0 shares
Change vs previous 13F -2,705 shares
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).
Exited: the 13F for this period no longer lists the position.
period ended2022-03-31
13F 2,705 shares
Change vs previous 13F -382 shares
<0.01% of the 13F portfolio, value $205,000.
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).
period ended2021-12-31
13F 3,087 shares
Change vs previous 13F 0 shares
0.01% of the 13F portfolio, value $238,000.
13F-HR 0001420506-22-000430 filed by Avalon Investment & Advisory
Filed 2022-02-14 (acceptance time not in the bulk data set), ingested 2026-10-07 18:36:54 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2021-09-30
13F 3,087 shares
Change vs previous 13F 0 shares
<0.01% of the 13F portfolio, value $213,000.
13F-HR 0001171520-21-000475 filed by Avalon Investment & Advisory
Filed 2021-11-08 (acceptance time not in the bulk data set), ingested 2026-10-07 18:37:51 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2021-06-30
13F 3,087 shares
Change vs previous 13F not available
<0.01% of the 13F portfolio, value $216,000.
13F-HR 0001221362-21-000008 filed by Avalon Investment & Advisory
Filed 2021-07-29 (acceptance time not in the bulk data set), ingested 2026-10-07 18:38:33 UTC
Acceptance time not in the bulk data set (spec §4.2).