Avantra Family Wealth, Inc.: FTV position timeline

Avantra Family Wealth, Inc. held 5,012 FTV 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 5,012 shares

   Change vs previous 13F -1,001 shares

   0.2% of the 13F portfolio, value $306,183.

   13F-HR 0001951757-26-001073 filed by Avantra Family Wealth, Inc.
   Filed 2026-07-29 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC

   Acceptance time not in the bulk data set (spec §4.2).

2. period ended2026-03-31

   13F 6,013 shares

   Change vs previous 13F +6,013 shares

   0.25% of the 13F portfolio, value $332,399.

   13F-HR 0001951757-26-000689 filed by Avantra Family Wealth, Inc.
   Filed 2026-04-22 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC

   Acceptance time not in the bulk data set (spec §4.2).

3. period ended2025-09-30

   13F 0 shares

   Change vs previous 13F -4,569 shares

   13F-HR 0001951757-25-001216 filed by Avantra Family Wealth, Inc.
   Filed 2025-10-28 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC

   Acceptance time not in the bulk data set (spec §4.2).

   Exited: the 13F for this period no longer lists the position.

4. period ended2025-06-30

   13F 4,569 shares

   Change vs previous 13F -242 shares

   0.2% of the 13F portfolio, value $238,182.

   13F-HR 0001951757-25-000928 filed by Avantra Family Wealth, Inc.
   Filed 2025-07-23 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC

   Acceptance time not in the bulk data set (spec §4.2).

5. period ended2025-03-31

   13F 4,811 shares

   Change vs previous 13F not available

   0.34% of the 13F portfolio, value $352,069.

   13F-HR 0001951757-25-000405 filed by Avantra Family Wealth, Inc.
   Filed 2025-04-22 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:06 UTC

   Acceptance time not in the bulk data set (spec §4.2).