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Disclosery

Avondale Wealth Management: ONEQ position timeline

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

Avondale Wealth Management held 11,991 ONEQ 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 11,991 shares
    Change vs previous 13F +138 shares

    0.5% of the 13F portfolio, value $1,237,672.

    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 11,853 shares
    Change vs previous 13F -503 shares

    0.49% of the 13F portfolio, value $1,006,400.

    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 12,356 shares
    Change vs previous 13F -84 shares

    0.58% of the 13F portfolio, value $1,129,382.

    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 12,440 shares
    Change vs previous 13F 0 shares

    0.59% of the 13F portfolio, value $1,108,813.

    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 12,440 shares
    Change vs previous 13F +123 shares

    0.56% of the 13F portfolio, value $996,469.

    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 12,317 shares
    Change vs previous 13F -1,646 shares

    0.53% of the 13F portfolio, value $838,372.

    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 13,963 shares
    Change vs previous 13F -1,392 shares

    0.68% of the 13F portfolio, value $1,062,038.

    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 15,355 shares
    Change vs previous 13F not available

    0.71% of the 13F portfolio, value $1,099,421.

    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).