Avalon Investment & Advisory info
Avalon Investment & Advisory (SEC CIK 1221362) first filed with the SEC on 2003-03-11 (Form 13F-HR) and has filed 87 times since, including 82 Form 13F-HR quarterly holdings reports. It is organized in DE and registered at 2929 ALLEN PARKWAY, SUITE 3000, HOUSTON, TX, 77019-7124.
- Name: Value Avalon Investment & Advisory.
- SEC CIK: Value 1221362.
- State of organization: Value DE.
- Business address: Value 2929 ALLEN PARKWAY, SUITE 3000, HOUSTON, TX, 77019-7124.
No Form ADV row is held for this firm, so its adviser registration date, assets under management and employees are left out rather than estimated.
Firm
| Field | Value |
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| Name | Avalon Investment & Advisory |
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| SEC CIK | 1221362 |
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| State of organization | DE |
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| Business address | 2929 ALLEN PARKWAY, SUITE 3000, HOUSTON, TX, 77019-7124 |
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| Mailing address | 2929 ALLEN PARKWAY, SUITE 3000, HOUSTON, TX, 77019-7124 |
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| Phone | (713) 238-2050 |
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| Fiscal year end | December 31 |
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| Former names | AVALON ADVISORS, LLC (2010-02-02 to 2019-04-24); AVALON ADVISORS. LLC (2009-02-05 to 2009-11-06); AVALON ADVISORS L P (2003-03-11 to 2008-11-05) |
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SEC Filing History
| Field | Value |
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| First SEC filing | 2003-03-11 (Form 13F-HR) |
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| Latest SEC filing | 2023-05-15 (Form 13F-HR) |
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| Filings on EDGAR | 87 |
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| First Form 13F-HR | 2003-03-11 (quarter ended 2002-12-31) |
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| Latest Form 13F-HR | 2023-05-15 (quarter ended 2023-03-31) |
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| Form 13F-HR filings | 82 |
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Filings by Year
| Year | Filings | Form 13F-HR |
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| 2023 | 2 | 2 |
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| 2022 | 4 | 4 |
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| 2021 | 4 | 4 |
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| 2020 | 4 | 4 |
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| 2019 | 4 | 4 |
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| 2018 | 7 | 4 |
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| 2017 | 4 | 4 |
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| 2016 | 4 | 4 |
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| 2015 | 4 | 4 |
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| 2014 | 4 | 4 |
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| 2013 | 5 | 4 |
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| 2012 | 4 | 4 |
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| 2011 | 4 | 4 |
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| 2010 | 4 | 4 |
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| 2009 | 4 | 4 |
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| 2008 | 4 | 4 |
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| 2007 | 5 | 4 |
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| 2006 | 4 | 4 |
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| 2005 | 4 | 4 |
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| 2004 | 4 | 4 |
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| 2003 | 4 | 4 |
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Similar Firms
| Firm Name | Country | 13F Value | Holdings |
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| Not available yet |