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Disclosery

Avantra Family Wealth, Inc.: BALI position timeline

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

Avantra Family Wealth, Inc. held 23,890 BALI 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 23,890 shares
    Change vs previous 13F +9,313 shares

    0.52% of the 13F portfolio, value $808,199.

    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 14,577 shares
    Change vs previous 13F +1,720 shares

    0.33% of the 13F portfolio, value $449,117.

    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 12,857 shares
    Change vs previous 13F +477 shares

    0.3% of the 13F portfolio, value $407,310.

    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 12,380 shares
    Change vs previous 13F not available

    0.29% of the 13F portfolio, value $392,941.

    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).