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Disclosery

Avondale Wealth Management: DFUS position timeline

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

Avondale Wealth Management held 8,001 DFUS 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 8,001 shares
    Change vs previous 13F -1,935 shares

    0.27% of the 13F portfolio, value $655,592.

    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 9,936 shares
    Change vs previous 13F +135 shares

    0.35% of the 13F portfolio, value $704,553.

    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 9,801 shares
    Change vs previous 13F +931 shares

    0.37% of the 13F portfolio, value $726,931.

    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 8,870 shares
    Change vs previous 13F +175 shares

    0.34% of the 13F portfolio, value $642,534.

    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 8,695 shares
    Change vs previous 13F +5,660 shares

    0.33% of the 13F portfolio, value $582,731.

    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 3,035 shares
    Change vs previous 13F not available

    0.12% of the 13F portfolio, value $183,548.

    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).