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Disclosery

Avondale Wealth Management: JBND position timeline

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

Avondale Wealth Management held 89,414 JBND 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 89,414 shares
    Change vs previous 13F -2,108 shares

    1.95% of the 13F portfolio, value $4,783,649.

    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 91,522 shares
    Change vs previous 13F not available

    2.42% of the 13F portfolio, value $4,921,138.

    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).