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Disclosery

Avondale Wealth Management: BNO position timeline

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

Avondale Wealth Management held 15,040 BNO 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 15,040 shares
    Change vs previous 13F -462 shares

    0.25% of the 13F portfolio, value $611,966.

    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 15,502 shares
    Change vs previous 13F +3,300 shares

    0.4% of the 13F portfolio, value $806,244.

    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 12,202 shares
    Change vs previous 13F -1,430 shares

    0.18% of the 13F portfolio, value $345,565.

    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 13,632 shares
    Change vs previous 13F +65 shares

    0.22% of the 13F portfolio, value $409,646.

    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 13,567 shares
    Change vs previous 13F not available

    0.22% of the 13F portfolio, value $396,025.

    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).