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Disclosery

Avalon Advisory Group: WSBC position timeline

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

Avalon Advisory Group held 0 WSBC shares at 2025-12-31 per its 13F-HR filed 2026-01-29.

the latest 13F is the newest step

  1. period ended2025-12-31
    13F 0 shares
    Change vs previous 13F -11,138 shares

    13F-HR 0001802119-26-000001 filed by Avalon Advisory Group
    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 ended2025-09-30
    13F 11,138 shares
    Change vs previous 13F 0 shares

    0.14% of the 13F portfolio, value $355,636.

    13F-HR 0001802119-25-000004 filed by Avalon Advisory Group
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-06-30
    13F 11,138 shares
    Change vs previous 13F 0 shares

    0.15% of the 13F portfolio, value $352,295.

    13F-HR 0001172661-25-002583 filed by Avalon Advisory Group
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-03-31
    13F 11,138 shares
    Change vs previous 13F +7 shares

    0.16% of the 13F portfolio, value $344,832.

    13F-HR 0001172661-25-001858 filed by Avalon Advisory Group
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2024-12-31
    13F 11,131 shares
    Change vs previous 13F 0 shares

    0.17% of the 13F portfolio, value $362,203.

    13F-HR 0001172661-25-000197 filed by Avalon Advisory Group
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2024-09-30
    13F 11,131 shares
    Change vs previous 13F not available

    0.15% of the 13F portfolio, value $331,481.

    13F-HR 0001172661-24-004842 filed by Avalon Advisory Group
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).