Skip to content
Disclosery

Avondale Wealth Management: BOXX position timeline

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

Avondale Wealth Management held 195,037 BOXX 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 195,037 shares
    Change vs previous 13F +131,606 shares

    9.31% of the 13F portfolio, value $22,836,915.

    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 63,431 shares
    Change vs previous 13F -6,218 shares

    3.63% of the 13F portfolio, value $7,376,335.

    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 69,649 shares
    Change vs previous 13F -7,406 shares

    4.12% of the 13F portfolio, value $8,016,544.

    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 77,055 shares
    Change vs previous 13F +19,425 shares

    4.67% of the 13F portfolio, value $8,773,427.

    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 57,630 shares
    Change vs previous 13F +16,703 shares

    3.63% of the 13F portfolio, value $6,493,694.

    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 40,927 shares
    Change vs previous 13F +2,591 shares

    2.87% of the 13F portfolio, value $4,562,897.

    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 38,336 shares
    Change vs previous 13F +30,336 shares

    2.71% of the 13F portfolio, value $4,227,641.

    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 8,000 shares
    Change vs previous 13F not available

    0.57% of the 13F portfolio, value $871,440.

    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).