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Avantra Family Wealth, Inc.: AIG position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Avantra Family Wealth, Inc. on AIG, newest first. How the timeline and the estimate are built.

Avantra Family Wealth, Inc. held 6,243 AIG shares at 2026-06-30 per its 13F-HR filed 2026-07-29.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 6,243 shares
    Change vs previous 13F -797 shares

    0.3% of the 13F portfolio, value $465,291.

    13F-HR 0001951757-26-001073 filed by Avantra Family Wealth, Inc.
    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 7,040 shares
    Change vs previous 13F -120 shares

    0.39% of the 13F portfolio, value $529,760.

    13F-HR 0001951757-26-000689 filed by Avantra Family Wealth, Inc.
    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 7,160 shares
    Change vs previous 13F +163 shares

    0.44% of the 13F portfolio, value $612,538.

    13F-HR 0001951757-26-000249 filed by Avantra Family Wealth, Inc.
    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 6,997 shares
    Change vs previous 13F -2,751 shares

    0.41% of the 13F portfolio, value $549,544.

    13F-HR 0001951757-25-001216 filed by Avantra Family Wealth, Inc.
    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 9,748 shares
    Change vs previous 13F -3,323 shares

    0.69% of the 13F portfolio, value $834,331.

    13F-HR 0001951757-25-000928 filed by Avantra Family Wealth, Inc.
    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 13,071 shares
    Change vs previous 13F -3,467 shares

    1.09% of the 13F portfolio, value $1,136,393.

    13F-HR 0001951757-25-000405 filed by Avantra Family Wealth, Inc.
    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 16,538 shares
    Change vs previous 13F not available

    1.12% of the 13F portfolio, value $1,203,966.

    13F-HR 0001951757-25-000118 filed by Avantra Family Wealth, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).