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Disclosery

Avondale Wealth Management: AVUV position timeline

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

Avondale Wealth Management held 163,647 AVUV 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 163,647 shares
    Change vs previous 13F +6,403 shares

    8.32% of the 13F portfolio, value $20,416,617.

    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 157,244 shares
    Change vs previous 13F +2,003 shares

    8.54% of the 13F portfolio, value $17,370,796.

    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 155,241 shares
    Change vs previous 13F +9,002 shares

    8.14% of the 13F portfolio, value $15,831,433.

    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 146,239 shares
    Change vs previous 13F +6,291 shares

    7.75% of the 13F portfolio, value $14,555,157.

    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 139,948 shares
    Change vs previous 13F +131,686 shares

    7.12% of the 13F portfolio, value $12,749,269.

    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 8,262 shares
    Change vs previous 13F not available

    0.45% of the 13F portfolio, value $720,199.

    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).