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Disclosery

Avondale Wealth Management: DFAT position timeline

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

Avondale Wealth Management held 146,346 DFAT 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 146,346 shares
    Change vs previous 13F +12,861 shares

    4.17% of the 13F portfolio, value $10,229,579.

    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 133,485 shares
    Change vs previous 13F +5,320 shares

    4.1% of the 13F portfolio, value $8,336,162.

    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 128,165 shares
    Change vs previous 13F +8,385 shares

    3.92% of the 13F portfolio, value $7,630,937.

    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 119,780 shares
    Change vs previous 13F -16,176 shares

    3.71% of the 13F portfolio, value $6,972,367.

    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 135,956 shares
    Change vs previous 13F -25,773 shares

    4.1% of the 13F portfolio, value $7,336,160.

    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 161,729 shares
    Change vs previous 13F +18,551 shares

    5.24% of the 13F portfolio, value $8,327,407.

    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 143,178 shares
    Change vs previous 13F +10,612 shares

    5.11% of the 13F portfolio, value $7,969,311.

    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 132,566 shares
    Change vs previous 13F not available

    4.79% of the 13F portfolio, value $7,374,633.

    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).