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CIK 0001738720 • 7 13F filings • Apr 8, 2025 – Oct 15, 2026
Import this data to Google Sheets with:
=jivedata("avondale-wealth-management","13f")Uses this filer's slug. Install the Jive Data add-on first; the second argument is "13f".
Filed by, address, phone, and AUM appear here after the 13f-holdings-enricher runs (it reads the SEC cover page for each filing).
Past 5 quarters
| 13F-HR |
| 0001214659-25-016789 |
| $187.7M |
| View |
| Jul 13, 2026 | Q2 2026 | 13F-HR | 0001214659-26-008458 | $245.3M | View |
| Jul 17, 2025 | Q2 2025 | 13F-HR | 0001738720-25-000003 | $179.0M | View |
| Apr 15, 2026 | Q1 2026 | 13F-HR | 0001214659-26-004671 | $203.5M | View |
| Apr 8, 2025 | Q1 2025 | 13F-HR | 0001738720-25-000002 | $158.9M | View |