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Avantra Family Wealth, Inc.: GJUL position timeline

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

Avantra Family Wealth, Inc. held 43,372 GJUL 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 43,372 shares
    Change vs previous 13F +126 shares

    1.2% of the 13F portfolio, value $1,886,248.

    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 43,246 shares
    Change vs previous 13F +214 shares

    1.31% of the 13F portfolio, value $1,763,416.

    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 43,032 shares
    Change vs previous 13F +762 shares

    1.29% of the 13F portfolio, value $1,778,543.

    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 42,270 shares
    Change vs previous 13F +35 shares

    1.28% of the 13F portfolio, value $1,714,471.

    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 42,235 shares
    Change vs previous 13F +1,285 shares

    1.35% of the 13F portfolio, value $1,634,072.

    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 40,950 shares
    Change vs previous 13F -224 shares

    1.41% of the 13F portfolio, value $1,472,099.

    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 41,174 shares
    Change vs previous 13F not available

    1.41% of the 13F portfolio, value $1,509,653.

    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).