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Disclosery

Avondale Wealth Management: BROS position timeline

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

Avondale Wealth Management held 3,500 BROS 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 3,500 shares
    Change vs previous 13F -750 shares

    0.1% of the 13F portfolio, value $251,335.

    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 4,250 shares
    Change vs previous 13F +4,250 shares

    0.11% of the 13F portfolio, value $215,305.

    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 0 shares
    Change vs previous 13F -4,250 shares

    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).

    Exited: the 13F for this period no longer lists the position.

  4. period ended2025-09-30
    13F 4,250 shares
    Change vs previous 13F +2,000 shares

    0.12% of the 13F portfolio, value $222,445.

    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 2,250 shares
    Change vs previous 13F +1,000 shares

    0.09% of the 13F portfolio, value $153,833.

    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 1,250 shares
    Change vs previous 13F 0 shares

    0.05% of the 13F portfolio, value $77,175.

    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 1,250 shares
    Change vs previous 13F -750 shares

    0.04% of the 13F portfolio, value $65,475.

    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 2,000 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $64,060.

    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).