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Disclosery

Avalon Investment & Advisory: ZD position timeline

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

Avalon Investment & Advisory held 0 ZD 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 0 shares
    Change vs previous 13F -65,453 shares

    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).

    Exited: the 13F for this period no longer lists the position.

  2. period ended2022-12-31
    13F 65,453 shares
    Change vs previous 13F -607 shares

    0.15% of the 13F portfolio, value $5,177,000.

    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 66,060 shares
    Change vs previous 13F -4,494 shares

    0.14% of the 13F portfolio, value $4,524,000.

    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 70,554 shares
    Change vs previous 13F -2,324 shares

    0.15% of the 13F portfolio, value $5,258,000.

    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 72,878 shares
    Change vs previous 13F +8,823 shares

    0.17% of the 13F portfolio, value $7,053,000.

    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 64,055 shares
    Change vs previous 13F -9,190 shares

    0.18% of the 13F portfolio, value $7,101,000.

    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 73,245 shares
    Change vs previous 13F +811 shares

    0.23% of the 13F portfolio, value $10,007,000.

    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 72,434 shares
    Change vs previous 13F not available

    0.22% of the 13F portfolio, value $9,963,000.

    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).