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Avondale Wealth Management: DFAE position timeline

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

Avondale Wealth Management held 443,390 DFAE 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 443,390 shares
    Change vs previous 13F +25,507 shares

    7.27% of the 13F portfolio, value $17,828,708.

    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 417,883 shares
    Change vs previous 13F +32,415 shares

    6.95% of the 13F portfolio, value $14,149,508.

    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 385,468 shares
    Change vs previous 13F +9,253 shares

    6.46% of the 13F portfolio, value $12,554,686.

    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 376,215 shares
    Change vs previous 13F +13,593 shares

    6.32% of the 13F portfolio, value $11,862,069.

    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 362,622 shares
    Change vs previous 13F -74,328 shares

    5.86% of the 13F portfolio, value $10,497,912.

    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 436,950 shares
    Change vs previous 13F +19,832 shares

    7.12% of the 13F portfolio, value $11,312,645.

    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 417,118 shares
    Change vs previous 13F +26,460 shares

    6.78% of the 13F portfolio, value $10,582,289.

    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 390,658 shares
    Change vs previous 13F not available

    6.96% of the 13F portfolio, value $10,707,931.

    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).