Skip to content
Disclosery

Avondale Wealth Management: DFSV position timeline

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

Avondale Wealth Management held 20,363 DFSV 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 20,363 shares
    Change vs previous 13F 0 shares

    0.32% of the 13F portfolio, value $789,884.

    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 20,363 shares
    Change vs previous 13F +36 shares

    0.35% of the 13F portfolio, value $713,523.

    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 20,327 shares
    Change vs previous 13F 0 shares

    0.34% of the 13F portfolio, value $668,558.

    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 20,327 shares
    Change vs previous 13F 0 shares

    0.34% of the 13F portfolio, value $647,214.

    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 20,327 shares
    Change vs previous 13F +20,201 shares

    0.33% of the 13F portfolio, value $598,226.

    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 126 shares
    Change vs previous 13F 0 shares

    <0.01% of the 13F portfolio, value $3,557.

    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 126 shares
    Change vs previous 13F 0 shares

    <0.01% of the 13F portfolio, value $3,889.

    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 126 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $3,892.

    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).