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Avantra Family Wealth, Inc.: CAH position timeline

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

Avantra Family Wealth, Inc. held 5,831 CAH 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 5,831 shares
    Change vs previous 13F -387 shares

    0.88% of the 13F portfolio, value $1,385,212.

    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 6,218 shares
    Change vs previous 13F -1,625 shares

    0.98% of the 13F portfolio, value $1,313,926.

    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 7,843 shares
    Change vs previous 13F +134 shares

    1.17% of the 13F portfolio, value $1,611,737.

    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 7,709 shares
    Change vs previous 13F -628 shares

    0.91% of the 13F portfolio, value $1,210,005.

    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 8,337 shares
    Change vs previous 13F -52 shares

    1.16% of the 13F portfolio, value $1,400,616.

    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 8,389 shares
    Change vs previous 13F +936 shares

    1.11% of the 13F portfolio, value $1,155,753.

    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 7,453 shares
    Change vs previous 13F not available

    0.82% of the 13F portfolio, value $881,466.

    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).