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Avantra Family Wealth, Inc.: BAI position timeline

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

Avantra Family Wealth, Inc. held 16,337 BAI 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 16,337 shares
    Change vs previous 13F -2,948 shares

    0.55% of the 13F portfolio, value $861,287.

    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 19,285 shares
    Change vs previous 13F -155 shares

    0.47% of the 13F portfolio, value $635,441.

    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 19,440 shares
    Change vs previous 13F +52 shares

    0.47% of the 13F portfolio, value $647,352.

    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 19,388 shares
    Change vs previous 13F not available

    0.5% of the 13F portfolio, value $662,294.

    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).