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Disclosery

Avondale Wealth Management: PBT position timeline

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

Avondale Wealth Management held 46,330 PBT 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 46,330 shares
    Change vs previous 13F -2,920 shares

    0.47% of the 13F portfolio, value $1,160,103.

    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 49,250 shares
    Change vs previous 13F +3,500 shares

    0.52% of the 13F portfolio, value $1,059,860.

    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 45,750 shares
    Change vs previous 13F +31,250 shares

    0.4% of the 13F portfolio, value $776,835.

    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 14,500 shares
    Change vs previous 13F +7,000 shares

    0.14% of the 13F portfolio, value $264,625.

    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 7,500 shares
    Change vs previous 13F -21,500 shares

    0.05% of the 13F portfolio, value $93,450.

    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 29,000 shares
    Change vs previous 13F +10,000 shares

    0.18% of the 13F portfolio, value $287,390.

    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 19,000 shares
    Change vs previous 13F +9,500 shares

    0.13% of the 13F portfolio, value $210,520.

    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 9,500 shares
    Change vs previous 13F not available

    0.07% of the 13F portfolio, value $112,955.

    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).