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Disclosery

Avondale Wealth Management: UAL position timeline

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

Avondale Wealth Management held 6,900 UAL 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 6,900 shares
    Change vs previous 13F -3,750 shares

    0.38% of the 13F portfolio, value $938,331.

    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 10,650 shares
    Change vs previous 13F +1,200 shares

    0.48% of the 13F portfolio, value $980,546.

    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 9,450 shares
    Change vs previous 13F -1,000 shares

    0.54% of the 13F portfolio, value $1,056,699.

    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 10,450 shares
    Change vs previous 13F -7,250 shares

    0.54% of the 13F portfolio, value $1,008,425.

    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 17,700 shares
    Change vs previous 13F +1,000 shares

    0.79% of the 13F portfolio, value $1,409,451.

    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 16,700 shares
    Change vs previous 13F -300 shares

    0.73% of the 13F portfolio, value $1,153,135.

    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 17,000 shares
    Change vs previous 13F -2,750 shares

    1.06% of the 13F portfolio, value $1,650,700.

    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 19,750 shares
    Change vs previous 13F not available

    0.73% of the 13F portfolio, value $1,126,935.

    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).