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Avantra Family Wealth, Inc.: C position timeline

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

Avantra Family Wealth, Inc. held 20,919 C 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 20,919 shares
    Change vs previous 13F -1,357 shares

    1.87% of the 13F portfolio, value $2,927,823.

    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 22,276 shares
    Change vs previous 13F +366 shares

    1.88% of the 13F portfolio, value $2,526,321.

    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 21,910 shares
    Change vs previous 13F -124 shares

    1.85% of the 13F portfolio, value $2,556,678.

    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 22,034 shares
    Change vs previous 13F +261 shares

    1.67% of the 13F portfolio, value $2,236,451.

    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 21,773 shares
    Change vs previous 13F +1,529 shares

    1.53% of the 13F portfolio, value $1,853,318.

    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 20,244 shares
    Change vs previous 13F -37 shares

    1.38% of the 13F portfolio, value $1,437,122.

    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 20,281 shares
    Change vs previous 13F not available

    1.33% of the 13F portfolio, value $1,427,580.

    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).