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Avantra Family Wealth, Inc.: GMAY position timeline

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

Avantra Family Wealth, Inc. held 4,814 GMAY 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 4,814 shares
    Change vs previous 13F -66 shares

    0.13% of the 13F portfolio, value $207,195.

    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 4,880 shares
    Change vs previous 13F -456 shares

    0.15% of the 13F portfolio, value $200,374.

    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 5,336 shares
    Change vs previous 13F 0 shares

    0.16% of the 13F portfolio, value $220,339.

    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 5,336 shares
    Change vs previous 13F -122,244 shares

    0.16% of the 13F portfolio, value $215,948.

    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 127,580 shares
    Change vs previous 13F not available

    4.13% of the 13F portfolio, value $4,995,178.

    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).