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Avantra Family Wealth, Inc.: GJUN position timeline

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

Avantra Family Wealth, Inc. held 108,930 GJUN 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 108,930 shares
    Change vs previous 13F +601 shares

    2.86% of the 13F portfolio, value $4,486,827.

    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 108,329 shares
    Change vs previous 13F +3,163 shares

    3.18% of the 13F portfolio, value $4,270,329.

    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 105,166 shares
    Change vs previous 13F +2,535 shares

    3.02% of the 13F portfolio, value $4,164,553.

    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 102,631 shares
    Change vs previous 13F -54,622 shares

    2.99% of the 13F portfolio, value $3,990,293.

    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 157,253 shares
    Change vs previous 13F +130,484 shares

    4.88% of the 13F portfolio, value $5,912,713.

    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 26,769 shares
    Change vs previous 13F -281 shares

    0.9% of the 13F portfolio, value $941,466.

    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 27,050 shares
    Change vs previous 13F not available

    0.91% of the 13F portfolio, value $973,800.

    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).