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Disclosery

Avondale Wealth Management: IVV position timeline

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

Avondale Wealth Management held 60,978 IVV 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 60,978 shares
    Change vs previous 13F +4,010 shares

    18.62% of the 13F portfolio, value $45,666,041.

    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 56,968 shares
    Change vs previous 13F -291 shares

    18.29% of the 13F portfolio, value $37,212,213.

    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 57,259 shares
    Change vs previous 13F -1,031 shares

    20.17% of the 13F portfolio, value $39,219,010.

    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 58,290 shares
    Change vs previous 13F -25 shares

    20.78% of the 13F portfolio, value $39,013,682.

    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 58,315 shares
    Change vs previous 13F -95 shares

    20.22% of the 13F portfolio, value $36,207,502.

    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 58,410 shares
    Change vs previous 13F +2,847 shares

    20.66% of the 13F portfolio, value $32,820,780.

    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 55,563 shares
    Change vs previous 13F -2,150 shares

    20.96% of the 13F portfolio, value $32,708,638.

    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 57,713 shares
    Change vs previous 13F not available

    21.63% of the 13F portfolio, value $33,289,832.

    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).