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Avantra Family Wealth, Inc.: BINC position timeline

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

Avantra Family Wealth, Inc. held 16,225 BINC 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 16,225 shares
    Change vs previous 13F -1,748 shares

    0.54% of the 13F portfolio, value $849,217.

    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 17,973 shares
    Change vs previous 13F +7,191 shares

    0.69% of the 13F portfolio, value $933,338.

    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 10,782 shares
    Change vs previous 13F +390 shares

    0.41% of the 13F portfolio, value $568,966.

    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 10,392 shares
    Change vs previous 13F -26 shares

    0.41% of the 13F portfolio, value $553,270.

    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 10,418 shares
    Change vs previous 13F -21 shares

    0.45% of the 13F portfolio, value $550,487.

    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 10,439 shares
    Change vs previous 13F -2,050 shares

    0.52% of the 13F portfolio, value $546,795.

    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 12,489 shares
    Change vs previous 13F not available

    0.61% of the 13F portfolio, value $649,678.

    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).