Skip to content
Disclosery

Avantra Family Wealth, Inc.: DGRW position timeline

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

Avantra Family Wealth, Inc. held 11,132 DGRW 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 11,132 shares
    Change vs previous 13F +69 shares

    0.68% of the 13F portfolio, value $1,064,485.

    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 11,063 shares
    Change vs previous 13F -977 shares

    0.72% of the 13F portfolio, value $971,743.

    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 12,040 shares
    Change vs previous 13F -45 shares

    0.78% of the 13F portfolio, value $1,076,772.

    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 12,085 shares
    Change vs previous 13F -39 shares

    0.8% of the 13F portfolio, value $1,075,101.

    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 12,124 shares
    Change vs previous 13F +45 shares

    0.84% of the 13F portfolio, value $1,015,287.

    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 12,079 shares
    Change vs previous 13F +323 shares

    0.93% of the 13F portfolio, value $964,592.

    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 11,756 shares
    Change vs previous 13F not available

    0.89% of the 13F portfolio, value $951,388.

    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).