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Disclosery

Avondale Wealth Management: ITA position timeline

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

Avondale Wealth Management held 5,050 ITA 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 5,050 shares
    Change vs previous 13F -500 shares

    0.5% of the 13F portfolio, value $1,224,221.

    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 5,550 shares
    Change vs previous 13F -350 shares

    0.6% of the 13F portfolio, value $1,214,063.

    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 5,900 shares
    Change vs previous 13F 0 shares

    0.65% of the 13F portfolio, value $1,266,671.

    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 5,900 shares
    Change vs previous 13F 0 shares

    0.66% of the 13F portfolio, value $1,234,634.

    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 5,900 shares
    Change vs previous 13F -500 shares

    0.62% of the 13F portfolio, value $1,112,976.

    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 6,400 shares
    Change vs previous 13F -650 shares

    0.62% of the 13F portfolio, value $979,840.

    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 7,050 shares
    Change vs previous 13F +3,175 shares

    0.66% of the 13F portfolio, value $1,024,718.

    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 3,875 shares
    Change vs previous 13F not available

    0.38% of the 13F portfolio, value $579,855.

    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).