Skip to content
Disclosery

Avondale Wealth Management: AGG position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Avondale Wealth Management on AGG, newest first. How the timeline and the estimate are built.

Avondale Wealth Management held 11,574 AGG shares at 2026-06-30 per its 13F-HR filed 2026-07-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 11,574 shares
    Change vs previous 13F +6 shares

    0.47% of the 13F portfolio, value $1,145,607.

    13F-HR 0001214659-26-008458 filed by Avondale Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2026-03-31
    13F 11,568 shares
    Change vs previous 13F +4 shares

    0.56% of the 13F portfolio, value $1,148,337.

    13F-HR 0001214659-26-004671 filed by Avondale Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-12-31
    13F 11,564 shares
    Change vs previous 13F +8 shares

    0.59% of the 13F portfolio, value $1,154,998.

    13F-HR 0001214659-26-002075 filed by Avondale Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-09-30
    13F 11,556 shares
    Change vs previous 13F -4,871 shares

    0.62% of the 13F portfolio, value $1,158,469.

    13F-HR 0001214659-25-016789 filed by Avondale Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-06-30
    13F 16,427 shares
    Change vs previous 13F -67,289 shares

    0.91% of the 13F portfolio, value $1,629,551.

    13F-HR 0001738720-25-000003 filed by Avondale Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-03-31
    13F 83,716 shares
    Change vs previous 13F +4,717 shares

    5.21% of the 13F portfolio, value $8,281,215.

    13F-HR 0001738720-25-000002 filed by Avondale Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-12-31
    13F 78,999 shares
    Change vs previous 13F +5,480 shares

    4.91% of the 13F portfolio, value $7,655,013.

    13F-HR 0001738720-25-000001 filed by Avondale Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-09-30
    13F 73,519 shares
    Change vs previous 13F not available

    4.84% of the 13F portfolio, value $7,445,291.

    13F-HR 0001738720-24-000005 filed by Avondale Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

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